What are the responsibilities and job description for the Trust Operations Support Specialist position at Peoples Security Bank & Trust Company?
Description
Our Trust Operations Support Specialist serves as a vital part of the Trust team performing diversified data entry, reconciliations and information processing functions. In conjunction with the Trust Operations Team, sets priorities and completes job duties assigned to ensure all essential job functions are completed by the team in a time sensitive manner in keeping with established internal guidelines and external requirements.
This position must take initiative and be highly motivated to work independently. Demonstrate strong interpersonal skills, problem solving and is motivated to work as a team player to contribute to the success of the department and in turn, the organization.
Essential Duties:
- Maintain knowledge of trust, investments, and all departmental procedures to ensure accurate handling of responsibilities.
- Work alongside the Trust Operations Specialist to complete daily functions that include, but are not limited to, transaction input, distributions, transfers, security settlement, daily settlement with Charlotte, Bank of New York Mellon, Fidelity and Federated Investments, and ongoing client/account maintenance as well as any additional duties that may be required during the daily course of business.
- Responsible for the Portfolio Account Link online Client Portal, with respect to adding and maintaining client access.
- Assist in the printing, tracking and mailing of standard departmental letters and forms as needed.
- Appropriately handle or route client telephone calls. The position must be able to provide an appropriate solution to clients for routine issues.
- Responsible for the collection, sorting and distribution of all departmental mail.
- Scan and index documents according to established procedures.
- Assist in the completion of special projects as assigned by the Trust Operations Manager.
- Provides back-up coverage for co-workers on various tasks as needed depending on departmental and business needs.
- Performs other duties as assigned.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
- Medical Plans
- Dental Plan
- Vision Plan
- Life Insurance
- Disability Insurance
- 401(K) Plan
- ESOP Plan
- Paid Time Off
- Paid Holidays
- Employee Assistance Program
- Banking Classes
- College Tuition Reimbursement
- Internal Advancement Opportunities
- Volunteer Time Off
Company Overview
Since 1905, community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
- Integrity - it is our foundation, the basis of everything we do. We strive to be professional, honest, trustworthy, confidential, and respectful at all times.
- Excellence – to do things better, exceeding expectations
- Teamwork - working together for a common good, engaging our customers, coworkers, and partners
- Efficient – we will strive to manage our expenses
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements
Education/Training: College degree preferred but not required; additional banking and/or trust experience will be a plus.
Skill(s): Knowledge of banking systems and procedures preferred; attention to detail and problem solving skills a must; the ability and desire to research issues to find answers, improve processes or to gain understanding when problems arise; the ability to communicate with a variety of personalities in a calm, confident manner and be service oriented. Must be proficient in MS Office (MS Excel and Word in Particular) and Adobe Acrobat; working Knowledge of office equipment, like printers and fax machines required; excellent time management skills and the ability to prioritize work and strong organizational skills with the ability to multi-task
Experience: 2 years preferred but not required in operations or back office environment.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
