Trust Administrator

BankWest•Mitchell, SD

15d

About The Position

The Trust Administrator supports the Trust Department by providing quality client service through account administration. The position assists Trust Officers and Trust personnel with account administration and management, research, analysis, and special projects. It communicates with internal colleagues and external clients, attorneys, accountants, and other contacts, and uses the Maui system and Connections to support account work and record client prospecting, retention, and expansion efforts. The role may participate in committees and project teams, attend organizational training, and build knowledge in investment management, trust administration, estate administration, retirement planning, and estate planning through continuing education. The Trust Administrator must follow BankWest policies and procedures, applicable industry regulations, and Federal Privacy Standards, as well as BankWest electronic communication and Social Engineering standards. Community involvement is strongly encouraged. Other duties may be assigned.

Requirements

Two years of experience in a related field.
A bachelor's degree, preferably in finance, accounting, compliance, pre-law, business, or another field applicable to investment management, trust, or estate planning; related work experience may substitute for the degree requirement.
Ability to work independently with further education or training as needed.
Strong interpersonal and communication skills for working with internal and external clients, attorneys, accountants, community members, and colleagues.
Strong organizational skills and attention to detail.
Ability to manage multiple responsibilities efficiently and accurately while providing quality client service.
Ability to work under pressure, multitask, prioritize, and meet deadlines.
Basic to intermediate understanding and knowledge of technology.
Ability to learn new software programs and implement their tools.
Knowledge of, or ability to learn, regulatory requirements relevant to investment management and trust work.
Ability to adhere to Federal Privacy Standards and BankWest requirements for electronic communication and Social Engineering standards.
Willingness to participate directly or indirectly in increasing BankWest's presence in its markets, as appropriate.

Responsibilities

Assist Trust Officers and Trust personnel with account administration and management, research, analysis, and special projects.
Communicate with Trust Officers, Trust personnel, clients, attorneys, accountants, and colleagues.
Use the Maui system to support trust work.
Use Connections to record client prospecting, retention, and expansion efforts.
Participate in committees and project teams as appropriate.
Attend and actively participate in organizational training and programs.
Expand knowledge of investment management, trust administration, estate administration, retirement planning, and estate planning through continuing education.
Follow BankWest policies and procedures and applicable regulatory requirements.
Participate directly or indirectly in increasing BankWest's presence in its markets, as appropriate.
Other duties as assigned.