Trust Associate

• Open/Closes all assigned trust accounts on trust accounting system
• Liaison between various Operations Department functions and the Trust Officer
• Maintains a tickler system for all assigned trust accounts, performs duties with a high level of follow-up
• Processes payments, distributions, real estate taxes, and estimated tax payments for assigned accounts
• Communicates with clients, beneficiaries, portfolio managers, attorneys, CPAs and other trust professionals regarding accounts as assigned
• Monitors account activity ensuring compliance with established policies, procedures, rules and regulations
• Maintains accurate files and records of assigned accounts
• Serves as a back up for Front Desk Administrator
• Performs other duties as assigned

• Experienced with Microsoft Excel
• light QuickBooks as well is helpful
• Must have strong interpersonal and communication skills, initiative, dependability, high level of motivation, and the ability to multi-task
• Outstanding organizational skills, excellent follow-up skills, detail oriented, and an ability to work well under pressure
• Proficiency with Microsoft Office is required
• Must be able to pass a background and credit check

Light QuickBooks

• Medical
• vision
• dental
• life and disability insurance
• 401(k) plan
• free online training