TRUST ADMINISTRATOR
hace 18 días
Wichita
Job DescriptionSalary: Negotiable TRUST ADMINISTRATOR Job Summary: Assist one or more Account Officers with the day-to-day administration of trust client relationships and new business development. Must be interested in trust industry training. Job included answering telephone calls, greeting guests, and mail processing. Salary: Competitive salary based on experience. Benefits: Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k)/Profit Sharing Plan Hours: 8:30 a.m. - 4:30 p.m. Locations: In-person, downtown Wichita office Type of job: Full-time; salaried; non-exempt. Requirements / Attributes: A Commitment to TCKs Team Culture A Commitment to Team Success over personal success, WE NOT ME A Commitment to TCKs focus of providing an elite client experience A strong work ethic Trust, legal, banking, or accounting experience preferred. Word/Excel proficiency required. Bachelors degree preferred. Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required. Personal cell phone required for multi-factor authentication for software access. Ability to lift standard file boxes (approximately 35 pounds) required. Administrative Tasks (not inclusive): Answer main telephone line and direct calls appropriately; Greet walk-in clients, vendors, and referral sources-connect them with internal staff; Collect daily mail from USPS PO box at 2nd and Waco, and from PO box located in office building; Distribute mail internally; Receive deliveries from UPS, FedEx, and other delivery services; Prepare daily remote bank deposits and provide information to Operations Prepare for client and prospect meetings Open and close accounts within trust accounting software and ongoing account maintenance Transfer documentation for IRAs or transfer instruction letters for various account types Customer relationship management maintenance Trade processing Bill paying-approve for processing Distribution or Contribution Memos-prepare for processing File creation for original documents (Trusts, Wills, etc.); Filing &/or scanning of various documents Account Annual Reviews, Open/Closed and Interim Reviews Completion of life insurance claim documents; submit savings bonds for redemption Unique Assets tasks/Errands/Off-site duties requiring physical presence of employee(s) Assist marketing department with special projects and mailings Provide exceptional service to clients and referral sources Work with sales team to achieve annual team new revenue goal Software Usage: MAUI (Trust accounting) ACT! (Customer Relationship Management)