What are the responsibilities and job description for the Trust Support Associate position at First Mid?
Provide administrative and operational support to Trust Services officers.
Responsibilities include, but are not limited to:
- Provide assistance to the department’s outsourcing client service manager and Trust staff.
- Process daily cash receipts and cash disbursements.
- Set up and establish new users or disable access for former users in various systems.
- Perform daily Trust demand deposit account reconciliation.
- Process escrow payments.
- File tax withholding returns and remit tax liability payments.
- Generate and process tax forms.
- Perform payroll processing.
- Complete account opening and closing.
- Assist with the coordination of the Trust Services scholarship program.
- Perform monthly fee processing.
- Perform asset reconciliations.
- Monitor failed security trades.
- Assist Trust Services staff with administrative duties and answering customer questions.
- Process dividend and interest payments.
- Update Retirement Services outsourced account balances.
- Monitor accounts payable for Trust clients.
- Monitor cash management of demand deposit accounts daily.
- Ability to assume all administrative duties in Trust Support to cover vacations, sick days, etc.
- Cross-sell Company products and services in a professional manner.
- Complete required training associated with job function.
- Other duties as assigned.
Qualifications
Education/Experience:
- Minimum of an associate’s degree, bachelor’s degree preferred, or commensurate experience.
- Periodic continuing education related to job-specific functions.
Skills:
- Must be able to work with a significant amount of detailed information in an accurate, timely, and confidential manner.
- Ability to prioritize and organize work.
- Expertise with MS Excel, with proficiency in MS Word and other MS Office products.
- Professional grammar, spelling and business writing skills.
- Professional communication skills, both written and verbal, with all levels of personnel and clients
- Analytical thinker who is comfortable working with numbers and performing analysis.
- Good knowledge of and interest in finance and accounting concepts, securities, and investments.
- Ability to work in a fast-paced, deadline-driven environment with a dynamic team.
- High level of interpersonal skills to interact with customers and potential customers in a professional manner.
- Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.
Benefits:
- Visit our Total Rewards page to see our full list of benefits.
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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