TRUST OPERATIONS SPECIALIST

Pinnacle Bank/Bank of Colorado • Omaha, NE

4d • 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

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.
• Previous trust experience required.

Nice To Haves

• College degree preferred.
• Previous trust database knowledge preferred.
• Trust Operations experience
• InfoVisa MAUI software experience

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
• Number of Employees: 251-500 employees