Trust Assistant

COREFIRST BANK & TRUST•Topeka, KS

3d•Onsite

About The Position

The Trust Assistant supports the Trust Officer in the management of Trust Department client accounts. In collaboration with the Trust Officer, the Assistant is responsible for providing personal and professional service to the client. The Trust Assistant establishes a relationship with Trust clients with Personal Trust Accounts (Living and Testimony), Agency Accounts (Custody and Investment Management, Estates, and Conservatorships) as well as familiarity with the Bank’s policies and procedures. The Assistant contributes to the development and retention of client relationships by providing consistently high-quality customer service.

Requirements

Requires Administrative Assistant Experience
High school diploma or equivalent required
Must be able to apply computing skills to solve problems
Ability to plan, organize, and prioritize work, in order to meet deadlines and maximize efficiency and profitability
Must be attentive to detail and a self-starter
Ability to recognize there is a problem, when something is wrong or likely to go wrong and determining the most effective way to solve the problem
Must have effective verbal and written communication skills including advanced spelling, punctuation, and grammar skills
Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
Intermediate 10-key, data entry, and typing skills
Intermediate ability with Microsoft Word and Excel
Must be able to select and use appropriate technology to accomplish a given task, and determine how to make the best use of existing hardware and software
A significant level of trust and diplomacy is required, in addition to courtesy and tact. Work involves extensive personal contact with others and may be of a personal or sensitive nature when working through escalations. Must be able to empathize with others and foster sound relationships.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required including ability to lift up to 25 pounds.
Applicants must pass a drug screen and background check
Internal applicants must meet the minimum requirements of their current job and submit a resume via the employee portal

Nice To Haves

Microsoft Access, Microsoft PowerPoint, and Adobe

Responsibilities

Serves as intermediary between client and Trust Officers on a daily basis by meeting with Officer regarding prior day activities and current items. Interfaces with customers in person and by phone.
Coordinates new account set-up:
-Prepares new account folders
-Establishes tax cost basis of assets transferred to new trust/IM accounts
-Oversees new account setup documentation
Organizes and oversees existing trusts as assigned including:
-Reviewing, approving, and responding to mail and bills presented for payment
-Collecting, organizing, and tracking all tax information for review by Trust Officer
Coordinates life needs for current clients:
-Maintains payroll records for all caregivers used by Trust clients which includes processing checks, withholding tax information, and working with accounting firm for reporting
-Coordinates and oversees the sale and/or shipping of all personal property, appraisals of jewelry/coins/property, and moves to new residence for Trust clients
Assists Trust Officer upon death of client:
-Prepares Date of Death and 6-month Alternate Date of Death Valuations
-Assists with any other tasks finalizing the client’s estate
Maintains orderly, current files and retrieves files/researches information for Trust Officer as needed
Types reports, documents, and other correspondence
Assists customers and answering external and internal calls to the Trust Department