Pay Range: $72,094.00 - $96,088.00
Manages back office support for the Trust function. Ensures supporting resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends new methods and procedures to make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily transactions and account changes.
Education and Experience:
Bachelor's Degree in Business Administration or equivalent education and experience
3-5years' experience in trust operations
Background in trust administration helpful
3years supervisory experience
Skills and Abilities:
Basic accounting knowledge.
Strong organizational skills and detail orientated.
Team player & team leader skills.
Strong computer literacy to include Microsoft Office Suite and other proprietary industry software.
Understanding of Trust Accounting Systems.
Unique Job Characteristics and Requirements:
This position requires an understanding of the operations function, securities movement and controls unique to the trust industry. The successful candidate must also be a strategic thinker, able to support the growth of the Wealth Management Division.
Tasks Performed:
50% Directly manage the Trust Operations staff to ensure proper levels of staffing & interdepartmental cross training. Serve as mentor to staff and ensure proper training & individual development opportunities are maintained. Conduct monthly department meetings, establish department and individual goals and monitor progress. Process more complex transactions and conduct weekly Trust recordkeeping system vendor meeting.
30% Coordinate with WM Director of Fiduciary Services to provide support to the WM Trust, Retirement and Investment departments. Coordinate with WM Compliance Officer to ensure adherence to policies and procedures and the established internal control framework. Participate inDivisional projects in line with strategic planning goals and initiatives. Provides input/feedback to improve work efficiency.
15% Coordinate with the Information Technology Division toward resolution of unusual or complex technological problems including items relative to business continuity & vendor management. Coordinates Divisional training relative to systems & technology to ensure available technology is fully leveraged.
5% Completes other duties as assigned.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: ?Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Financial and Banking Services : Various benefits and financial planning assistance .
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave : Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave : For your health and safety.
Employee Assistance Program (EAP) : Access to support and resources.
Financial and Banking Services : Various benefits and financial planning assistance .
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.
EEO is the law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
EEO is the Law Poster Supplement
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\%20English\formattedESQA508c.pdf)
Family Medical Leave Act (FMLA) Poster
Employee Polygraph Protection Act (EPPA) (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)
NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.
NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.
