Trust Assistant I

Tompkins Community Bank • Ithaca, NY • 1w ago

Overview

This position location is flexible to work at be located at our Corporate Headquarters office in Ithaca, NY, or Syracuse, NY, or Mount Kisco, NY. Selected candidate must be able to work in the office five (5) days a week.

This position is responsible for a ssist ing Trust Officers with all aspects of trust administration including, new account opening, investment and account review process, discretionary distributions, bill payment, request for checks, transaction activity, marketing and client support . Provide exceptional service to clients in adherence to C ompany standards, follows policies and procedures to ensure compliance with C ompany and regulatory requirements.

Responsibilities

Perform Customer Service related tasks including but not limited to:

New account set-up.

Closing of accounts.

Deposits/Disbursements.

Account status changes.

Support officers as follows:

Prepare portfolio reviews and recommendations for rebalancing.

Prepare proposals, presentations, and correspondence.

Review daily cash reports.

Process Discretionary Distributions from Trusts.

Process Bill Payments.

Process and analyze incoming funds in accordance with account agreements and established procedures.

Respond to and interpret requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.

Scan and organize reports, correspondence, forms, reports, and other client and department information

Meet with clients as needed

Review, evaluate and monitor accounts as follows:

Verify that investments are of fiduciary quality and within departmental guidelines.

Monitor accounts for over-concentration of assets.

Follow up on account reviews to ensure proper documentation

Assist in the Administration of Estates and Trusts:

Execute Estate timeline procedures.

Work with accountants, attorneys, and beneficiaries when necessary.

Responsible for vault reviews, Real Estate insurance reviews, Life Insurance reviews.

All other duties as assigned.

Qualifications

High School Diploma or GED. Some college preferred.

Minimum of two (2) years of applicable experience

Detail oriented with organizational skills and ability to prioritize tasks

Strong writing, interpersonal and client service skills

Proficient computer skills and knowledge of Microsoft Office products

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Benefits

Medical

Dental

Vision

401(k) Match

Profit Sharing

Paid Time Off

11 Holidays

Tuition Reimbursement

Free Parking throughout Tompkins Community Bank

Employee Referrals

EEO Statement

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

For more information, please click here (https://jjk-ecomm-llpmc-prod.s3.us-east-2.amazonaws.com/posters/federal/FED-E-B-EEOC-FMLA-POLY_49654.pdf)

communitybank

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