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OVERVIEW:
We are seeking a highly motivated and experienced individual to join our Trust and Investments team. If you are interested in working with a group of dedicated professionals who are committed to helping customers achieve their financial goals, we'd love to hear from you.
DESCRIPTION OF POSITION:
1. Responsible for accurately processing high volume and high value transactions for the Trust Investment Department including processing payments, posting transactions, reconciling accounts, executing transfers, and tax preparation functions.
2. Adds new accounts and assets to the Trust & Investment accounting system. Maintains all existing accounts and assets in system.
3. Handles all securities movement, including cash in and cash out transactions.
4. Responsible for generating and evaluating periodic reports.
5. Responds to operational inquiries from Trust officers, associates, and clients.
JOB SKILLS AND QUALIFICATIONS REQUIRED:
· Degree in Accounting, Economics or Finance; or equivalent experience.
· Proficient using Microsoft Excel.
· Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work.
· Ability to quickly learn and adapt to specialized software applications.
· Strong work ethic with high level of integrity and ethics.
· Positive attitude, enthusiasm, and professionalism.
· Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
Equal Opportunity Employer
Full Time
Banking
$59k-72k (estimate)
05/18/2024
11/12/2024
citystatebank.com
MARTENSDALE, IA
100 - 200
1934
CLARK REDLEN
$10M - $50M
Banking
From banking & lending to trusts & investments, we're ready to help people in Norwalk, Grimes, Indianola, Madrid, Martensdale, New Virigina and Mount Ayr.
The job skills required for Trust Operations Associate include Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Operations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Operations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Operations Associate positions, which can be used as a reference in future career path planning. As a Trust Operations Associate, it can be promoted into senior positions as a Trust Clerk III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Operations Associate. You can explore the career advancement for a Trust Operations Associate below and select your interested title to get hiring information.