Trust Assistant

Summary:

This position will be a combination of assisting trust administration and operations. Every member of the PB&T Trust Team must be willing to provide leadership, support, and fill in where and when needed.

Trust Administration Essential Duties & Responsibilities:

• Incoming Mail and interoffice envelopes: open, review, and sort.
• Outgoing Mail – fill postage meter, apply postage, take postage to post office daily.
• Ensure interoffice items are sent to the branches each day
• Call on medical bills/insurance/other follow-up with other professionals and customers
• Prepare correspondence
• Set up new files, keep existing files up to date and neatly organized putting as much as possible in the electronic Trust Docs file.
• Complete various forms from brokers, insurance companies, and others
• Work with CPAs and attorneys to gather information or provide information as needed.
• Go to client homes to obtain signatures
• Become familiar with and strictly adhere to safekeeping and dual control procedures
• Use Excel, Word, and Outlook extensively as well as Adobe. Participate in online training and other opportunities to learn the trust accounting software (Maui from InfoVisa)
• Process trust bills for payment by individual accounts
• Work with Trust Officers and Assistants in regard to items needed for accounts and questions
• Work with auditors and examiners as questions arise
• Keep file comments up to date in a professional manner.
• Backup for Trust Officers with customers
• Return calls
• Gather and relay information
• Monitor bank balances

• Help prepare for meetings including updating agendas and assisting with account reviews as needed
• Coordinate all parts of professional teleconferences
• Sign up for the teleconference
• Invite local professionals
• Set up for the conference including food and drink
• Clean up afterward
• Follow up on any questions or if someone has questions about credits for continuing ed

Qualifications:

• Intermediate level computer skills and Microsoft Office experience
• Strong communication and customer service skills
• Attention to detail
• Adaptable

Education/Experience:

• High School Diploma or Equivalent

The duties described above are the general nature and level of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Supervisors or managers may ask job incumbents to perform other duties as needed and/or required.

Management has the right to revise this position description at any time. The position description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

EOE AA M/F/Vet/Disability

Job Type: Full-time

Pay: From $1.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Work Location: One location