Trust Operations Associate III- Account & Asset Specialist

Corefirst Bank & Trust•Topeka, KS

3d•Onsite

About The Position

The Associate serves as the key liaison between the Trust Department and the Trust Operations team and is primarily responsible for new account setup, account maintenance (including account closures), asset transfer(s), registration, valuation/pricing, and maintenance. Participation in ongoing continuing education is required for keeping abreast of industry best practices in Trust Operations. The Associate serves in a “back-up” capacity to other departmental positions. Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

Familiarity with Microsoft Excel is preferred
Previous trust operations and banking experience or in a similar setting, preferred
High school diploma or equivalent required
Upon hire, successful completion of various Schools of Trust may be required
Ability to read and understand technical system instructions, rules and regulations
Excellent organizational skills, including the ability to prioritize work
Willingness to establish and maintain effective working relationships through a high level of interpersonal skills
Exceptional communication skills, both written and verbal, that can be demonstrated with internal and external clients
Strong personal drive and initiative, demonstrated work ethic, and ability to work independently and as a team
Ability to manage multiple projects simultaneously and handle a heavy volume of work
Ability to solve practical problems and deal with multiple variables in situations with limited guidance
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.
Detail-oriented with a high level of accountability for accuracy and completion of responsibilities
Intermediate Tier Microsoft Office - Excel skill (pivot tables/charts, nested logical/IF formulas, multiple criteria lookups, arrays)
Career-minded, willing, and with a personal desire to achieve the next level
Applicants must pass a drug screen and background checks
Internal applicants must meet the minimum requirements of their current job and submit a resume via the employee portal

Nice To Haves

Bachelor’s degree in business or related field preferred
An in-depth understanding of applicable Trust Company regulations

Responsibilities

Maintain positive interactions with customers, adhering to established service standards
Handle daily operational duties, including new client account openings and closures
Oversee account authorization, setup, and asset maintenance
Manage data input and maintenance, including system configurations
Maintain records of physical assets and facilitate safe deposit box access, and reconcile accounts
Reconcile accounts, ensuring compliance with regulations
Own and maintain the core Trust Accounting System setup
Facilitate various financial processes, including CD Maturity notifications
Create and maintain departmental templates/forms
Streamline processes for efficiency and profitability, providing input to enhance operations
Produce monthly fee invoices and mail to clients
Oversee asset transfers for new and closing accounts
Update asset prices per statement
Update date of death values