Trust Investment Admin (On-Site)

Community Financial System, Inc.•Town of Guilderland, NY

10d•Onsite

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Requirements

High School Diploma or GED Required
Bachelor's degree with a major in Business, Accounting, Economics, Finance, Math or related field preferred
All applicants must be 18 years of age or older
Strong math and spreadsheet skills
Ability to analyze data to test for calculation errors
Professional and friendly interpersonal and communication skills
Clear thinking and ability to stay focused
Attention to Detail
Proficiency in Microsoft Office Suite
Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Prior customer service skills preferred
1-2 years' of office experience preferred

Responsibilities

Compile and analyze the department's "Approved" asset lists
Review major holdings to track unusual price changes, material news items, earnings estimates and reports
Assist with the preparation of reports for all Trust Investment Committee meetings
Prepare institutional performance review materials
Assist with the calculation/generation of periodic investment reporting
Track all department mutual fund position held on a "managed" basis, producing a formal quarterly report analyzing performance vs. peers and benchmarks
Monitor issues including fund policy and management changes
Assist Trust Investment staff with systematic mutual fund sales and purchases
Provide Trust Investment staff with cash balance and fixed-income maturity reports
Assist with the preparation of RFP, seminar and other presentation materials
Interact with the Trust team on a daily basis to stay informed regarding any significant changes in client objectives or other matters requiring immediate attention
Track and coordinate new account work flow progress
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion