Trust Operations Officer

Orrstown Bank • Shippensburg, PA

2d

About The Position

The Trust Operations Officer performs various duties of the Trust Operations Department. Provides support to the Trust Operations staff, resolves processing issues, and recommends changes to systems and procedures to enhance Trust Operations activities.

Requirements

• High School diploma.
• Minimum of five (5) years’ experience in Operations positions in Wealth/Trust Management.
• Proficient reading, verbal and written communication, mathematical, computer, accounting and interpersonal relations skills.

Nice To Haves

• Associate degree in related field preferred.

Responsibilities

• Responsible for reconciling exception report daily.
• Process all incoming assets by sending out transfer paperwork and monitoring the transfer to receipt of the asset and posting to the accounts.
• Process gifts of cash and assets received for our clients or that our clients are gifting.
• Set up assets, allocate trades, and assign PRC codes.
• Date of Death Processing.
• Fee processing
• Post Class actions and research as needed.
• Responsible for supporting the Senior Trust Officer in the processing of Tax Forms to ensure the forms are correct prior to distribution to clients.
• Coordinates and collects documentation for Auditor requests.
• Provide back up the Trust Operations Specialist positions as needed.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance
• Flexible spending account
• Dependent care spending account
• Employee stock purchase plan
• 401(k)/profit-sharing program
• Paid time off
• Paid holidays
• Paid parental leave
• Employee service recognition

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED