Personal Trust Admin

Personal Trust Administrator  

Department: Trust 

Job Status: Full Time 

FLSA Status: Non-Exempt 

Reports To: Lorena Recinos

Work Schedule:

Monday thru Friday 8:00 a.m. to 4:30 p.m.

POSITION SUMMARY

Perform routine clerical and administrative functions such as drafting correspondence, creating spreadsheets, scheduling meetings, organizing, and maintaining paper and electronic files, operating telephones, using Microsoft Office and other computer systems, operating various office machines, and filing.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

• Assist Personal Trust officers in account administration including proofreading, transcribing handwritten information, composing correspondence in Word and creating Excel spreadsheets; researching and responding to customer inquiries; scheduling meetings; and scanning/indexing files and other customer-related documents to Synergy.
• Assist Personal Trust officers in account administration by performing the following functions relative to the trust accounting system: complete documentation and open new accounts, complete discretionary distribution forms, request checks, wire transfers, ACH transfers, and intra system transfers; queue deposits, maintain accounts, IP’s and remittances; print statements and tax worksheets as needed; and research account information as needed.
• Support life insurance trusts administration as follows: Send deposit due notices and Crummey letters and pay insurance premiums and maintain the spreadsheet tracking same. Request life insurance illustrations and file life insurance claims.
• Prepare annual court and cemetery association accountings, submit to the appropriate parties, and follow up for approval/acceptance.
• Back up other Personal Trust Administrators as needed including serving as Secretary for Trust Administrative Committee, Trust Investment Committee and Directors Trust Committee.
• Transmit information or documents to customers using computers, mail, or facsimile machines.

  POSITION QUALIFICATIONS

Competency Statement(s)

• Accountability - Ability to accept responsibility and account for his/her actions.
• Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
• Friendly - Ability to exhibit a cheerful demeanor toward others.
• Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
• Relationship Building - Ability to effectively build relationships with customers and co-workers.
• Reliability - The trait of being dependable and trustworthy.
• Responsible - Ability to be held accountable or answerable for one’s conduct.
• Working Under Pressure - Ability to complete assigned tasks under stressful situations.
• Communication, Oral - Ability to communicate effectively with others using the spoken word.
• Organized - Possessing the trait of being organized or following a systematic method of performing a task.
• Communication, Written - Ability to communicate in writing clearly and concisely.
• Accuracy - Ability to perform work accurately and thoroughly.

SKILLS & ABILITIES

Education : High School Graduate or General Education Degree (GED)

Experience : Six months to one year related experience

Computer Skills

Microsoft Office preferred

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand 

F (Frequently) 

Walk 

F (Frequently) 

Sit 

C (Constantly) 

Handling / Fingering 

C (Constantly) 

Reach Outward 

O (Occasionally) 

Reach Above Shoulder 

O (Occasionally) 

Climb 

N (Not Applicable) 

Crawl 

N (Not Applicable) 

Squat or Kneel 

F (Frequently) 

Bend 

F (Frequently) 

10 lbs or less 

F (Frequently) 

11-20 lbs 

O (Occasionally) 

21-50 lbs 

N (Not Applicable) 

51-100 lbs 

N (Not Applicable) 

Over 100 lbs 

N (Not Applicable) 

Push/Pull

12 lbs or less 

F (Frequently) 

13-25 lbs 

O (Occasionally) 

26-40 lbs 

N (Not Applicable) 

41-100 lbs 

N (Not Applicable) 

N (Not Applicable)

Activity is not applicable to this occupation. 

O (Occasionally)

Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day) 

F (Frequently)

Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day) 

C (Constantly)

Occupation requires this activity more than 66% of the time (5.5+ hrs/day) 

  Other Physical Requirements

Vision (Near, Distance) 

Sense of Sound (Must be able to use the telephone) 

Requirements

Education : High School Graduate or General Education Degree (GED)

Experience : Six months to one year related experience

Computer Skills 

Microsoft Office preferred