Demo

Trust Operations

Springborn Staffing
South Portland, ME Full Time
POSTED ON 12/15/2024
AVAILABLE BEFORE 2/5/2025

Excellent position for candidate who enjoys detail, volume, processing ,, general administrative duties for private bank. Ideally candidates has worked in trust or banking operations

Trust Operations Assistant Duties:

Perform daily posting of account transactions (trades, expenses, distributions, etc.) in trust accounting system.

· Print and prepare reports for daily cash activities.

· Produce and review various trust account reports as requested.

· Gather data and perform account reconciliations daily.

· Analyze trust account cash balances to ensure sufficient funds are available to meet beneficiary distributions, fiduciary fees, trust bills, etc.

· Review payments codes and transactions for accuracy.

· Assist in preparation of quarterly administrative review of trust accounts.

· Review trust documents and files to ensure accounts are in compliance.

· Interact with attorneys, accountants, and other colleagues daily.

· Respond to colleagues regarding the administration and maintenance of accounts.

· Print client monthly statements and mail.

· Handle incoming phone calls.

· Print and distribute monthly client statements.

· Handle incoming and outgoing mail.

· Other administrative duties.

Skills

Familiar with trust or bankign operations. and MS Office applications.

Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance

Schedule:

  • 8 hour shift

Experience:

  • Microsoft Office: 1 year (Required)
  • Account reconciliation, trust or banking: 1 year (Required)

Ability to Relocate:

  • South Portland, ME 04106: Relocate before starting work (Required)

Work Location: In person

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