Trust Administrator

Orange Bank & Trust Company•Goshen, NY

7d•$26 - $28•Onsite

About The Position

Support the Trust Services Division Director and Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and information. Assist Trust Officers with new account set up and marshalling of assets and management of real estate assets, including insurance. Process client transactional requests for Trust Officers and retrieve and/or create operational reports as needed.

Requirements

High School Diploma
3+ years of financial services and client handling experience

Nice To Haves

Two years of college preferred
2+ years of Trust or brokerage operations experience preferred
Highly organized and detail oriented
Excellent written and oral communications skills
Ability to understand all aspects of trust operations

Responsibilities

Assist with the management of real estate assets, including the placement of homeowners insurance, triennial inspections and the assembly of real estate packages for purchases of homes for Court Petitions for assigned accounts
Assist with the administration of assigned trust accounts
Assist with responses for documentation for HRA/Medicaid for SNT’s
Assist with annual account reviews of assigned accounts as needed
Prepare trust account disbursements and discretionary action memos
Facilitate new trust account openings
Participate in client meetings and new business meetings as needed
Oversee and assist with proper supporting documentation for trust client files for disbursements
Follow bank policies and procedures to mitigate risk
Answer telephone; take messages, help client if Officer is not available
Create/retrieve operational reports as needed