Senior Trust Assistant

Centennial Bank•Fredericksburg, TX

About The Position

The Senior Trust Assistant is responsible for assisting customers and employees with a variety of trust department related issues. The employee must become familiar with all trust account files. This position handles the administrative duties for trust accounts, including processing distribution requests for beneficiaries. The Senior Trust Assistant assists trust officers with special projects and operations, as needed.

Requirements

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 3 years related experience and/or training, or equivalent combination of education and experience.
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
Intermediate: Spreadsheet, Word Processing/Typing
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Contact Management, Database, Presentation/PowerPoint
Working knowledge of Trust operations and administration.
Superior attention to detail.
Proficiency with Microsoft Office (Excel, Word, Outlook).
Excellent communication skills.
Basic knowledge of principal and income accounting.
Ability to perform multiple tasks and assignments in a changing environment with competing priorities while meeting tight deadlines.

Nice To Haves

Notary Public

Responsibilities

Assists officers with account administration and special projects.
Greets and provides assistance to trust customers and visitors in-person and by phone or email.
Process trust checks, deposits and other administrative tasks.
Administer distributions to trust beneficiaries and/or participants.
Develops proficiency with the Trust accounting system.
Responsible for scanning and filing of paperwork and maintenance of account files.
Provide support for Trust Department Manager, Senior Trust Officers and Trust Officers.
Maintain confidentiality at all times.
Complete required BSA/AML training and other compliance training as assigned.
Performs any other related duties as required or assigned.
Regular and good attendance to work.
The ability to work in a constant state of alertness and in a safe manner.
Perform any other related duties as required or assigned.