Trust Support Services Associate

Stock Yards Bank & Trust•Louisville, KY

44d•Onsite

About The Position

The Trust Support Services Associate will assist in the completion and delivery of processes that are the responsibility of the WM&T Support Services Team.

Requirements

High School Diploma or GED Equivalent; BA/BS preferred
Banking or trust experience required
Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Self-motivated and dependable
Ability to learn trust system and new technology
Professional communication skills, both written and verbal
Professional grammar, spelling and business writing skills
Ability to prioritize and organize work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be detail oriented
Professional appearance and demeanor
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Nice To Haves

BA/BS preferred

Responsibilities

Responsible for document management processes including but not limited to:
Check incoming paperwork (original trust documents, original estate planning documents, etc.) and scanning/filing of the same
Monitor scanning and document queues
Create or update records with new files and information
Ship and retrieve closed documents to/from offsite storage vendor
Follow policies and confidentiality dictations to safeguard data and information
Duties that support the Support Services Team including but not limited to:
Process incoming receipts, i.e. tax refunds, real estate income, income on miscellaneous assets, ILIT contributions
Process outgoing remittances, i.e. amounts due for balance due/estimated taxes, real estate taxes, insurance premiums
Provide tax information to WM&T staff as requested
Prepare tax returns/payments due for mailing
Perform maintenance to data on trust accounting platform
Other duties and projects as assigned
Provide office coverage and support in emergency situations