TRUST OPERATIONS ASSISTANT

Pinnacle Bank/Bank of Colorado • Omaha, NE

1d • Onsite

About The Position

GENERAL SUMMARY:
Supports the trust personnel. Prepares reports for staff and client use. Supports the management of trust accounts which includes extensive use of trust accounting system.

This position is located at 3939 South Street, in Lincoln, NE.
RESPONSIBILITIES AND DUTIES:
Works with trust accounting system to ensure maintenance of accurate records, efficient operations, good regulatory compliance and adequate controls.
Answers questions from trust personnel.
Research of records and follow up documentation.
Supports set up and maintenance of client files on trust accounting system.
Generates various reports for trust committee, management, and other trust personnel.
Assist with file maintenance, reconciliations, balancing, input verification and other related tasks.
Some travel required
Regular and reliable attendance.
Performs other duties as assigned by manager.
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More Details
Monday through Friday 8-5 in person. High school graduate or equivalent with previous banking experience or equivalent work experience. Previous experience with computer software and bookkeeping experience preferred.

Requirements

• Knowledge of trust, trust operations, laws and regulations
• Knowledge of word processing and spreadsheet software.
• Knowledge of bookkeeping and accounting principles.
• Skill in problem solving
• Skill in communicating with management, customers, and co-workers in a courteous and professional manner.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to maintain a high level of confidentiality.
• Ability to work within strict time constraints and handle multiple tasks simultaneously.
• College degree preferred.
• Previous trust experience required.
• High school graduate or equivalent with previous banking experience or equivalent work experience.

Nice To Haves

• Previous trust database knowledge preferred.
• Previous experience with computer software and bookkeeping experience preferred.

Responsibilities

• Works with trust accounting system to ensure maintenance of accurate records, efficient operations, good regulatory compliance and adequate controls.
• Answers questions from trust personnel.
• Research of records and follow up documentation.
• Supports set up and maintenance of client files on trust accounting system.
• Generates various reports for trust committee, management, and other trust personnel.
• Assist with file maintenance, reconciliations, balancing, input verification and other related tasks.
• Some travel required
• Regular and reliable attendance.
• Performs other duties as assigned by manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree