Trust Assistant

Summary:

This position will be a combination of assisting trust administration and providing support to the bank lobby staff with customer contact and banking requests.  Every member of the PB&T Trust Team must be willing to provide leadership, support, and fill in where and when needed. 

Trust Administration Essential Duties & Responsibilities:

• Incoming Mail and interoffice envelopes: open, review, and sort.
• Ensure interoffice items are sent to Belle Fourche each day.
• Call on medical bills/insurance/other follow-up with other professionals and customers.
• Prepare correspondence.
• Set up new files, keep existing files up to date and neatly organized putting as much as possible in the electronic Trust Docs file.
• Order Supplies.
• Complete various forms from brokers, insurance companies, and others.
• Work with CPAs and attorneys to gather information or provide information as needed.
• Go to client homes to obtain signatures.
• Become familiar with and strictly adhere to safekeeping and dual control procedures.
• Use Excel, Word, and Outlook extensively as well as Adobe to a lesser degree.
• Participate in online training and other opportunities to learn the trust accounting software.
• Process trust bills for payment by individual accounts.
• Work with Trust Operations in Belle Fourche in regard to items needed for accounts and questions.
• Work with auditors and examiners as questions arise.
• Keep file comments up to date in a professional manner.
• Backup for Trust Officers with customers:
  • Return calls
  • Gather and relay information
  • Monitor bank balances
  • Get approvals for distributions when Trust Officer is gone
• Help prepare for meetings including updating agendas and assisting with account reviews as needed.
• Coordinate all parts of professional teleconferences:
  • Sign up for the teleconference
  • Invite local professionals
  • Set up for the conference including food and drink
  • Clean up afterward
  • Follow up on any questions or if someone has questions about credits for continuing education

Qualifications:

• Intermediate level computer skills and Microsoft Office experience
• Strong communication and customer service skills
• Attention to detail
• Adaptable

Education/Experience:

• High School Diploma or Equivalent
• Prior Trust experience preferred