ADMIN ASST TRUST

Pinnacle Bank/Bank of Colorado • Lincoln, NE

1d • Onsite

About The Position

Serves as assistant to trust personnel. Prepares reports for trust personnel and for client use. Supports trust operations.

Requirements

• Knowledge of trust, finance and investment services.
• Knowledge of word processing and spreadsheet software.
• Knowledge of bookkeeping and accounting principles.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized efficient work environment.
• Ability to work under pressure of deadlines.
• Ability to communicate effectively with management, customers, and co-workers.
• High school graduate or equivalent with previous banking experience or equivalent work experience.

Nice To Haves

• Previous experience with computer software and bookkeeping experience preferred.

Responsibilities

• Greets and directs customers and answers questions, which may require research of records and follow-up correspondence.
• Answers incoming phone calls and performs other miscellaneous duties.
• Responsible for set up and maintenance of client files on trust accounting system and paper files in branch.
• Generates various monthly and quarterly reports for Trust Committee, management, and clients as directed.
• Responsible for processing incoming mail, paying invoices processing trust deposits.
• Assists trust operations with file maintenance, reconciliations, balancing, input verification and other related tasks.
• Regular and reliable attendance.
• Performs other duties as assigned by manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED