Trust Specialist
- Processing - Processes, balances, and records payments, distributions, and disbursements relating to trust cash and asset transactions. Initiates accounting entries. May process Pension and IRA distributions while ensuring accuracy of payment and tax reporting.
- Business Support - Assists in administering life insurance policies, participant loans, and department reconciliations for all Cash and Security positions. Monitors and tracks reconciliation exceptions as they arise. Identifies and recommends potential improvements, system enhancements, and risk mitigation opportunities through ongoing review of daily processes. Performs filing, orders supplies, and other administrative tasks that facilitate the daily workflow.
- Documentation - Responsible for the accuracy and completeness of documentation associated with trust accounts, assets, and payments. Maintains department documents and records, including tax records. Prepares and distributes as necessary.
- Client Service - Assists with client communications, reviews, and presentations. Answers inquiries and resolves issues, or escalates as necessary. May post, reconcile, and allocate client fees.
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