TRUST SUPPORT SERVICES ASSOCIATE

Stock Yards Bank & TrustLouisville, KY
49d

About The Position

As a Trust Support Services Associate, your day will be filled with opportunities to assist in the completion and delivery of processes that are the responsibility of the Wealth Management & Trust Support Services Team. Customer service and cash handling experience combined with math and balancing accuracy skills are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.

Requirements

  • High School Diploma or GED Equivalent; BA/BS preferred
  • 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

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

Benefits

  • 401(k) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer / Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Bank paid Life / AD& D insurance
  • Voluntary Life / AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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