710 TRUST - TRUST ADMIN ASSISTANT 2

710 TRUST - TRUST ADMIN ASSISTANT 2   JOB SUMMARY:   Under direct supervision and in accordance with established policies and procedures, the successful candidate performs a variety of duties for the Trust Administration Department of the Bank, with a focus on conservatorships and traditional trusts and estates. Assists Senior Trust Officer in the execution of their duties under the trust instruments or probate court orders, word processing/spreadsheets for ongoing tasks, as well as one- time projects, and serves as backup in their absence.  Assists Trust Department in meeting preparation and income posting on CDs. Greet & deal with trust customers on phone and in person. The employee’s work influences the professional image of the Bank within the community it serves.   KNOWLEDGE, SKILLS & ABILITIES REQUIRED:   Ability to interpret complex and detailed materials and/or perform detailed mathematical functions accurately. Specialized training in basic principles or techniques in specific areas, such as personal computers or bookkeeping, which is typically acquired through additional education or training beyond the high school level. High School diploma or equivalent is required. PC knowledge-Windows/Word, Excel/PowerPoint, scanner. Also, able to use Internet/Intranet/E-mail and complete knowledge of SEI posting system. Additional and ongoing training on Wealth Gateway functions and report building. Good interpersonal skills to communicate effectively with clients, employees, professionals, vendors, and regulators. Knowledge of conservatorships, trusts, estates, IRAs, and Employee Benefit Plans, along with IRS and audit compliance requirements through training. Able to function in a fast-paced team environment with competing priorities, while paying close attention to the details of work assignments. Good grammar, math, and accounting skills. Ability to prioritize and complete assignments completely, accurately, and timely Good thought process and problem-solving skills, and willing to ask for help when needed. One-year previous Trust department, law office experience or Administrative Assistant experience preferred.   PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):   Job Performance Behaviors: Contributing to organization success, job effectiveness, relationships, and customer satisfaction.                                                                   Maintain familiarity with all aspects of supported officer’s accounts, including purpose, relationships, discretionary or other dispositive provisions for beneficiaries. Process incoming bills, disbursements, tax payments, monitor cash needs. Set up and monitor ticklers. Assist customers on phone and in person. Manage all routine contact with conservatorship attorneys and wards on assigned accounts as directed by Trust Officer. Recordkeeping and preparation of conservatorship court accountings. Attend probate courts hearings with officer when advisable.    Set up new accounts, keep filing & scanned documents and computer information up to date & process closing accounts within policy and CAP guidelines and deadlines. Process Manual fees on accounts. Assist officer with fiduciary tax review. Manage tax spreadsheet and mailing of tax returns and payments, track registered mail receipts. Back-up to review obituaries daily and maintain watch list. Maintain client follow-up file and follow-up on outstanding trust department checks as directed by Trust Officer.    Provide back-up to other assistants on reviewing all real estate properties quarterly to verify information is properly tracked and reported on real estate spreadsheet and that they are in compliance with taxes, insurance, and inspections. Assist officer with real estate clean-outs, appraisals, and estate sales, as necessary. Provide backup to other assistants on preparation, submission and tracking all life insurance claims. Process medical bills for insurance & Medicare to pay and follow-up to completion.    Perform initial and annual Administrative and Investment account reviews. Reconcile accounts monthly for CAPS reports, prepare agendas, minutes, statement of condition, cash disbursements, and fund totals for Trust and Investment Committee and Trust Administrative Committee. And load reports on Board Books program.    Process ACH payments and check payments. Process deposits and disbursements and prepare reports as assigned. Backs up other assistants on Union accounts, IRA’s & Investment accounts. and scanning procedures. Assists in compiling information requested by regulators. Train on Qwikrate CD program and learn how to purchase Certificate of Deposits as backup to assistant for Union accounts and personal accounts as may be required from time to time.    SECONDARY RESPONSIBILITIES:   Other duties as assigned or deemed necessary by Division Head, Senior Trust Officer, or Trust Officer to ensure a continuous workflow of daily operations. Back up for other Trust Administrative Assistants and scanning/file clerk As Administrative Assistant II, train new or junior assistants on department procedures and computer programs, as necessary. Sending securities (stock and bonds) out for re-registration and follow-up.   PHYSICAL REQUIREMENTS:   Climbing, kneeling, reaching, walking, pushing/pulling, standing (10%), lifting up to 20 lbs. (5%), repetitive motion (10%) and sitting (75%)