Trust Operations Associate III

CoreFirst Bank & Trust • Topeka, KS • 3w ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13564727

Hours:

Standard 8-hour day: Core hours are from 8:00 am to 3:00 pm, with

flexibility to work 8:00 am-5:00 pm or 7:00 am and 4:00 pm

Additional days, hours, and overtime may be required during periods

of high transactional volume

Role:

The Associate serves as the key liaison between the Trust Department and the Trust Operations team and is primarily responsible for new account setup, account maintenance (including account closures), asset transfer(s), registration, valuation/pricing, and maintenance. Participation in ongoing continuing education is required for keeping abreast of industry best practices in Trust Operations. The Associate serves in a back-up capacity to other departmental positions.

Essential Functions & Responsibilities:

Maintain positive interactions with customers, adhering to

established service standards

Handle daily operational duties, including new client account

openings and closures

Oversee account authorization, setup, and asset maintenance

Manage data input and maintenance, including system configurations

Maintain records of physical assets and facilitate safe deposit box

access, and reconcile accounts

Reconcile accounts, ensuring compliance with regulations

Own and maintain the core Trust Accounting System setup

Facilitate various financial processes, including CD Maturity

notifications

Create and maintain departmental templates/forms

Streamline processes for efficiency and profitability, providing

input to enhance operations

Produce monthly fee invoices and mail to clients

Oversee asset transfers for new and closing accounts

Update asset prices per statement

Update date of death values

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

Experience:

Familiarity with Microsoft Excel is preferred

Previous trust operations and banking experience or in a similar

setting, preferred

Education:

High school diploma or equivalent required

Bachelors degree in business or related field preferred

Licensure:

Upon hire, successful completion of various Schools of Trust may be required

Skills & Abilities:

Ability to read and understand technical system instructions, rules

and regulations

Excellent organizational skills, including the ability to prioritize

work

Willingness to establish and maintain effective working

relationships through a high level of interpersonal skills

Exceptional communication skills, both written and verbal, that can

be demonstrated with internal and external clients

Strong personal drive and initiative, demonstrated work ethic, and

ability to work independently and as a team

Ability to manage multiple projects simultaneously and handle a

heavy volume of work

Ability to solve practical problems and deal with multiple variables

in situations with limited guidance

Competencies:

Adherence to CoreFirst Values: Respect, Communication, Integrity,

Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.

Detail-oriented with a high level of accountability for accuracy and

completion of responsibilities

Intermediate Tier Microsoft Office - Excel skill (pivot

tables/charts, nested logical/IF formulas, multiple criteria lookups, arrays)

Career-minded, willing, and with a personal desire to achieve thenext level

Preferred Competency

An in-depth understanding of applicable Trust Company regulations

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort is required.

Travel:

Travel is primarily local during the business day, although some local evening and weekend travel may be expected.

Work Environment:

This job operates in a professional office environment. This role routinely

Similar Jobs

Configuration Analyst Supply Chain (Hybrid in Kansas City Office)

Oracle • Topeka, KS • 1h ago

Management & Administrative

Job Description We are hiring a SR Configuration Analyst. This Intermediate position will require solution knowledge in Supply Chain and cross train in the other solutions if needed. It requires the ability to operate in...

1h ago

Go to Apply

Account Manager I- Desk Based Sales

Lumen • Topeka, KS • 4h ago

Management & Administrative

Lumen is the trusted network for the AI-powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high-performance connectivity across cloud,...

4h ago

Go to Apply

Account Sales Manager

Keurig Dr Pepper • Lawrence, KS • 5h ago

Management & Administrative

Job Overview: Account Sales Manager for Lawrence, Desoto, and Eudora, KS Hiring Immediately The Account Sales Manager is responsible for up-selling and fulfillment/replenishment, focused on execution and merchandising. A...

5h ago

Go to Apply

Commercial Banking Officer

CoreFirst Bank & Trust • Topeka, KS • 5h ago

Finance, Accounting & Banking

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13574572 Commercial Banking Officer Topeka, KS Description Hours:Mon-Fri 8:00am-5:00pm and other day...

5h ago

Go to Apply

Industrial Maintenance Techs. - URGENT

Aerotek • Lawrence, KS • 5h ago

Legal & Paralegal

Join Our Team as an Industrial Maintenance Technician! Location: Lawrence, KS Pay: $28-$32/hour (based on experience) Schedule: Full-time, permanent positions available on on 2nd and 3rd shift (8 and 12 hour shifts) Abou...

5h ago

Go to Apply

Marketing Campaign Manager, Life Sciences

Datavant • Topeka, KS • 5h ago

Management & Administrative

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the...

5h ago

Go to Apply

Sales Strategy and Operations Manager

PagerDuty • Topeka, KS • 9h ago

Management & Administrative

PagerDuty (NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a perfect digital experience to their customers, every time. Teams...

9h ago

Go to Apply

Product Manager (Leadership)

Meta • Topeka, KS • 10h ago

Management & Administrative

Summary: At Meta, we're shaping innovative experiences in service of giving people the power to build community and bring the world closer together. Our multidisciplinary product teams are creating new ways to help peopl...

10h ago

Go to Apply

Account Director Senior - NeoCloud Enterprise

Lumen • Topeka, KS • 11h ago

IT & Engineering

11h ago

Go to Apply

Software Engineer

Cardinal Health • Topeka, KS • 15h ago

IT & Engineering

What Application Development & Maintenance contributes to Cardinal Health Information Technology oversees the effective development, delivery, and operation of computing and information services. This function antici...

15h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)