Trust Associate | Part-Time

Job Description

Summary: The Trust Associate is responsible for the general clerical duties required for Trust and Investment Services, as well as the Land Trust Department. These duties include but are not limited to administration, cash management, client service, database record keeping and compliance.

Essential Duties And Responsibilities

• Completes tasks as assigned by department manager and as requested by the Trust Administrators.
• Assists walk-in customers, onboarding of new clients, and answers telephones.
• Sets up new accounts and performs account maintenance on the Trust Solutions System.
• Handles client requests, sets up funds transfer transactions, and manages the Will File database.
• Provides client information to BSA per their request for OFAC/Fincen information.
• Assembles requested documents, client files, records, etc. for the department and prepares accounts for bank audits/examinations.
• Monitors daily overdrafts for the department, performs vault audits, manages Investment Policy Statement, IPS database, and client estate inventories.
• Manages the real estate invoices, completes project assignments, logs department supplies and distributes department mail.
  
  

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Required Experience

Education/Experience

• High school diploma, college preferred;
• One to three years related clerical experience and/or training; or equivalent combination of education and experience.
  
  

Computer Skills

• Microsoft Office (Word, Excel, Outlook and PowerPoint)
• Adobe PDF
• Trust systems (TSS Advantage a plus)
• Will File
  
  

Benefits

At BankFinancial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you! BankFinancial's benefits for part-time employees include:

Compensation

• Referral incentive program
• Potential for performance-based incentive
  
  

Paid Time Off

• Paid Time Off (PTO) - includes vacation/sick/personal days
• Five Paid Holidays
• Bereavement Leave
• Jury Duty Leave
• Employment Anniversary PTO
• Birthday PTO
  
  

Insurance Benefits

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Health Savings Account
• Employee Assistance Program
  
  

Retirement Savings

• 401(k) with a discretionary match
  
  

Tuition Assistance

• Tuition Reimbursement Program
  
  

Keyword: Trust Associate, Client Services, Assistant Trust Administrator, Trust & Investment Services, IPS database