Trust Administrator

TRUST ADMINISTRATOR

Job Summary: Assist one or more Account Officers with the day-to-day administration of trust clientr elationships and new business development. Must be interested in trust industry training. Job includes answering telephone calls, greeting guests, and mail processing.

Salary: Competitive salary based on experience.

Benefits: Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability

Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k)/Profit

Sharing Plan

Hours: 8:30 a.m. - 4:30 p.m.

Locations: In-person, downtown Wichita office

Type of job: Full-time; salaried; non-exempt.

Requirements / Attributes:

• A Commitment to TCK’s Team Culture.

• A Commitment to Team Success over personal success, WE NOT ME.

• A Commitment to TCK’s focus of providing an elite client experience.

• A strong work ethic.

• Trust, legal, banking, or accounting experience preferred.

• Word/Excel proficiency required.

• Bachelor’s degree preferred.

• Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required.

• Personal cell phone required for multi-factor authentication for software access.

• Ability to lift standard file boxes (approximately 35 pounds) required.

Administrative Tasks (not inclusive):

• Answer main telephone line and direct calls appropriately; Greet walk-in clients, vendors, and referral sources-connect them with internal staff; Collect daily mail from USPS PO box at 2nd and Waco, and from PO box located in office building; Distribute mail internally; Receive deliveries from UPS, FedEx, and other delivery services; Prepare daily remote bank deposits and provide information to Operations

• Prepare for client and prospect meetings

• Open and close accounts within trust accounting software and ongoing account maintenance

• Transfer documentation for IRAs or transfer instruction letters for various account types

• Customer relationship management maintenance

• Trade processing

• Bill paying-approve for processing

• Distribution or Contribution Memos-prepare for processing

• File creation for original documents (Trusts, Wills, etc.); Filing &/or scanning of various documents

• Account Annual Reviews, Open/Closed and Interim Reviews

• Completion of life insurance claim documents; submit savings bonds for redemption

• Unique Assets tasks/Errands/Off-site duties requiring physical presence of employee(s)

• Assist marketing department with special projects and mailings

• Provide exceptional service to clients and referral sources

• Work with sales team to achieve annual team new revenue goal

Software Usage:

• MAUI (Trust accounting)

• ACT! (Customer Relationship Management)