TSS Support Specialist

NBT Bank•Lakeville, CT

9d•$22 - $29•Onsite

About The Position

Provide a full range of support to the Wealth Management Group. Responsible for preparing and processing correspondence, bills, and tax payments. Maintenance of administrative logs, account maintenance, daily balancing, fee processing, account opening and closings. Responsible for ensuring all estimated and balance due tax payments are made timely and accurately, as well as uploading of tax information to respective tax authorities.

Requirements

Associates Degree in Business Administration or equivalent education and experience
A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment
Proficient PC skills in a Windows environment, including Word and Excel.
Strong written and verbal communication skills.
Requires an understanding of securities movement and control unique to the trust and brokerage industry.
Excellent organizational and customer service skills.
Ability to work flexible schedules rotating to various positions within the department as necessary.
Working knowledge of database and accounting software, with ability to setup plus analyze and interpret report data.
Understanding of Trust Accounting Systems.
Must be a strategic thinker and able to support the growth of the NBT Financial Group.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Nice To Haves

Experience in the securities and/or trust administration area preferred

Responsibilities

Process fees, free receipts and deliveries.
Post transactions to the Trust Accounting System.
Create and distribute various reports and letters.
Update spreadsheets, review transfer paperwork, adjust cost basis.
Perform daily balance with trust accounting vendor; open and close accounts.
Process disbursement of cash from Trust Accounts to escrow account.
Upload tax information files to web based platforms, review charitable trust tax deposits on EFTPS.
Perform any other tax related duties as assigned.
Provide excellent customer service and exhibit professional telephone and communication skills when interacting with both internal and external customers.
Inventory Vault on a quarterly basis to ensure all items are properly documented, as required by audit.
All other duties as assigned

Benefits

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Paid Sick and Safe Leave: For your health and safety.