What are the responsibilities and job description for the Trust Operations Lead position at OHNWARD BANCSHARES?
Job Details
Description
To apply for this position, go to our website Ohnward Bancshares, Inc.
www.ohnward.com
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- Careers
- Apply Now
POSITION SUMMARY
This position works in cooperation with operations team on establishing objectives and developing processes and procedures to ensure efficient and timely workflow with special regard to service delivery, compliance and risk factors for the firm. Acts as an information source for operations team and ensures training and development. Also responsible for accurate set-up of new and terminating accounts, securities settlements and custody, document preparation and review, records management, and trust system maintenance. Leads compliance with applicable laws, regulations, regulatory requirements, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA Patriot Act. Backup for Ohnward Farm Management operations.
KEY ORGANIZATIONAL RELATIONSHIPS
- Reports to Sr. Trust Officer
- Works closely with Trust Operations Specialist team, Trust Department team
DUTIES AND RESPONSBILITIES
Essential Duties and Responsibilities
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Coordinates the workflow of the operations team
- Year-End Tax Preparation and filing of IRS forms
- Coordinates support division functions to ensure accurate and timely account activities and maintains current and accurate information on the trust computer/accounting system.
- Establishes internal or external partnership opportunities, through analysis of business needs and relationships that may enhance success
- Independently handles all operations requirements of accounts.
- Reviews documentation for requirements and compliance. Responds to internal and external auditors, financial institutions, vendors and agencies requests.
- Assist in the preparation of trust statements and completes any other administrative functions.
- Performs other duties as assigned.
SKILLS AND ABILITIES
To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
- Demonstrates accuracy and thoroughness. Attention to details. Must be organized, and able to monitor and complete responsibilities for quality.
- Knowledge of accounting, financial, trust, legal or tax transactions.
- Proficient in accounting software and spreadsheets, mathematic and financial skills.
- Problem solving and analysis.
- Good communication skills, verbal and written.
- Demonstrates organizational skills with the ability to prioritize and meet deadlines.
- Maintains client confidentiality.
EDUCATION AND EXPERIENCE
- Associate Arts Degree; 2 years-experience and/or training; or equivalent combination of education and experience.
BENEFITS
Stakeholder Bonus
Health Insurance
Dental Insurance
Retirement Plan (401k) 3% Safe Harbor Contribution Discretionary Contribution
10 Observed Holidays
PTO
Group Term Life provided
Short Term Disability - 100% provided by company
Long Term Disability
Maternity/Paternity Leave 100% of pay
Community Involvement
Pay-It-Ohnward Company Giving Program
Grilling for Charity Community Donations
Thank God Its Monday (TGIM) Company Event
To apply for this position, go to our website Ohnward Bancshares, Inc.
www.ohnward.com
- About Us
- Careers
- Apply Now
Equal Opportunity Employer
Qualifications
