Trust Operations Associate III- Account & Asset Specialist

COREFIRST BANK & TRUST • Topeka, KS

6d • 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.

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
• Bachelor’s degree in business or related field preferred
• 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

Nice To Haves

• 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

Benefits

• CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees