Administrator I, Personal Trust, South Bend, IN

1st Source Bank • South Bend, IN

8d • Onsite

About The Position

Responsible for the administration of accounts, involving one of the following areas: trusts, estates or agencies; represents the company in business activities and contacts with customers, attorneys, and beneficiaries relating to these accounts.

Requirements

• Good PC skills--proficiency in Word and Excel essential.
• Ability to be proactive, take initiative, and carefully monitor, follow through, and complete every project/responsibility.
• Good written and verbal communications skills.
• Highly motivated.
• Professional demeanor.
• Analytical and problem-solving skills with attention to detail.
• Good relationship management skills.

Nice To Haves

• Two (2) to three (3) years trust experience preferred.
• Bachelor‘s Degree preferred.

Responsibilities

• Sets up estates, trusts, agency accounts and guardianships as assigned, typically those with routine administrative problems.
• Studies nominating instruments to determine terms, responsibilities and duties of the company.
• Carries out initial processing, such as preparing records, making payments for expenses, compiling inventories, and obtaining releases of assets.
• Administers assigned accounts in accordance with terms specified in trust instrument.
• Maintains contacts with customers to discuss and advise on problems, explain terms and specifications of the will and/or trust, and to arrange for payments acceptable under the terms of the trust.
• Recommends to senior officers the position the company should take on questions of a non-routine nature.
• Controls and oversees the maintenance of related records and files.
• Develops new business and confers with potential customers.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
• Performs all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level