Trust Support Associate

First Mid Bank & TrustMattoon, IL

About The Position

Join our dynamic Trust Services team as a Trust Support Associate, where you'll play a key role in supporting daily operations, client services, and administrative support. From processing cash transactions and payroll to reconciling accounts and managing tax filings, you'll ensure seamless operations and exceptional client experiences. We're looking for detail-oriented professionals with strong organizational skills who thrive in a collaborative, fast-paced environment. Grow your career with us while delivering outstanding service!

Requirements

  • Minimum of an associate’s degree, bachelor’s degree preferred, or commensurate experience.
  • Prefer minimum of 2 years of customer service, accounting/finance or legal support.
  • Must be able to work with a significant amount of detailed information in an accurate, timely, and confidential manner.
  • Ability to prioritize and organize work.
  • Proficiency with MS Office products such as Outlook, Word and Excel.
  • Professional communication skills, both written and verbal, with all levels of personnel and clients
  • Analytical thinker who is comfortable working with numbers and performing analysis.
  • Good knowledge of and interest in finance and accounting concepts, securities, and investments.
  • Ability to work in a fast-paced, deadline-driven environment
  • High level of interpersonal skills to interact with customers and potential customers in a professional manner.
  • Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.

Responsibilities

  • Provide administrative assistance to the department’s outsourcing client service manager and Trust staff.
  • Process daily cash receipts and cash disbursements.
  • Set up and establish new users or disable access for former users in various systems.
  • Perform daily Trust demand deposit account reconciliation.
  • Process escrow payments, payroll, and monthly fee processing.
  • File tax withholding returns, remit tax liability payments, and generate/process tax forms.
  • Complete account opening and closing and update Retirement Services outsourced account balances.
  • Assist with the coordination of the Trust Services scholarship program.
  • Perform asset reconciliations and process dividend and interest payments.
  • Monitor failed security trades.
  • Monitor accounts payable for Trust clients.
  • Monitor cash management of demand deposit accounts daily.
  • Ability to assume all administrative duties in Trust Support to cover vacations, sick days, etc.
  • Cross-sell Company products and services in a professional manner.
  • Complete required training associated with job function.
  • Other duties as assigned.

Benefits

  • Comprehensive healthcare
  • Well-being benefits
  • Paid family leave
  • Generous paid time off
  • Banking perks
  • Tuition reimbursement
  • Employee Stock Purchase Plan
  • 401K plan with company match
  • Competitive health, dental & vision coverage with HSA match
  • 401(k) with employer match
  • Employee Stock Purchase Plan
  • Generous PTO
  • paid holidays
  • parental leave
  • Tuition reimbursement
  • performance-based bonuses
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