Trust Operations Specialist (Full-Time)

Central National Bank • Full-time • Remote (United States) • 14h ago

Remote

Lead. Empower. Build. Invest. Adapt.

If you are looking to become a part of a leading institution that is making an impact within the communities it serves, look no further! Central National Bank is looking to add a Trust Operations Specialist to the team.

Perks:

As a full-time team member, you get access to a variety of benefits which include:

Paid leave including vacation, personal, sick
Paid holidays
Paid volunteer time
Health Insurance
Dental, vision, cancer, short-term disability, long-term disability, etc.
Access to our employee assistance program
401K & Generous Match (subject to eligibility requirements)

Day to Day:

This role will provide operations support to the Trust (Business Development) Officers and the Trust Administrative Supervisor. Other day-to-day activities may include:

Provide support to the Business Development Officers for both trust and brokerage, Branch Compliance Officer and Trust Administrative Supervisor(s).
Assist in the account origination process for trust and brokerage accounts.
Document client contact and/or attempts in the appropriate contact management system.
Reconcile Mutual Funds, GL and bank accounts.
Responsible for posting receipts, including interest and dividend processing.
Process all necessary paperwork on successful sales within the Trust or Brokerage division including making deposits into wire accounts, processing paperwork for ACH transfers, systematic investments, withdrawals, cancellations and surrenders.
Provide services to customers for enhances online access for Trust & Brokerage.
Prepare and send approved sales, servicing and regulatory disclosures to the appropriate parties.
Provide support in all areas of Trust Operations including scanning, filing, and data input.
Coordinate sales materials with BDO's when sales opportunities present themselves.
Prepare and deliver various marketing materials including but not limited to client mailings, department marketing e-mails, monthly newsletters, birthday cards, performance reports and sales literature, etc.
Comply with all the rules, regulations and polices of the bank, its affiliates, broker dealers, all state and federal securities regulatory organizations.
Other responsibilities as assigned by management.

Experience:

You may be wondering what we are looking for in a candidate. Qualified candidates should have one to three years of similar or related experience with banking and/or accounting experience preferred. A diploma in a related field such as business and/or accounting is preferred but not required. Candidates should be goal-oriented, demonstrate great organizational and communication skills (both verbal and written), and be detail oriented. A proficiency in computer products to include Microsoft Office Suite products should also be demonstrated.

Next Steps:

Head on over to centralnational.com/careers and complete a quick application. If your qualifications match up, a member of our team will be in touch with you to discuss the next steps.