Trust Assistant

Job Overview

Provide Administrative support to Relationship Managers, in compliance with state and federal regulation and company policies and established Standard Operating Procedures (SOPs). Work within a team to ensure all aspects of account administration and maintenance is completed.

Principal Accountabilities

Responsible for account assistance including opening accounts, closing accounts and all related maintenance. Assist with sales and retention by preparing prospecting materials, setting appointments and providing exceptional customer service. Responsible for processing account transfers in and out.

Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. A ccountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness and accuracy. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events.

Duties

• System input of all new and closed accounts
• Process incoming and outgoing asset transfers
• Maintain account files
• Use trading platform to place trades, rebalance accounts and raise cash
• Assist clients
• Report suspicious transactions or unusual occurrences to supervisor.
• Conduct and document periodic risk reviews and run reports as needed
• Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
• Maintain customer confidence and protect bank operations by keeping information private and confidential.
• Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks
• Other duties as assigned

Qualifications & Skills

Core Competencies

Physical Requirements

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)

Physical Demand : Percentage of Time :

Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.

90-100%

Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.

90-100%

Able to grasp, move and sort forms and papers.

90-100%

Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone

90-100%

Able to remain stationary at a desk for long periods of time

75-100%

Regularly move about the office to access file cabinets, storage drawers and various office equipment

75-100%

Occasionally position self to reach heights between floor and 6'

Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.

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