Trust Payments Specialist

Position Summary: The Trust Payments Specialist is the main point of contact for all fee processing for the Wealth Management division. This professional performs a variety of tasks related to the invoicing, receiving, posting and reconciliation of fees associated with Wealth Management accounts as well as support for various disbursement processing.

Essential Functions:

• Act as the main point of contact for the Wealth Management Division regarding fee schedules, setup, and maintenance.
• Generate monthly and quarterly fee invoices to be sent to Trust clients.
• Receive and post fee payments and follow up on past due invoices.
• Receive and process all manual and ad-hoc fee requests from Account Administrators.
• Complete quality reviews for daily disbursement processing.
• Share responsibility for daily presentments and morning reports, recurring item processing and various other disbursement related processing.
• Cross-train on additional team processes to ensure adequate backup.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Perform other job-related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Qualifications:

• Minimum of two to five years accounting, finance or bank operations experience or equivalent college education in related field.
• Demonstrated proficiency in Microsoft Word and Excel and an ability to learn new software quickly.
• Proven ability to work with large volumes of transactions under strict timelines.

Preferred Talents:

• Accurate and detailed
• Organized, deadline driven and time efficient
• Self-directed and takes initiative
• Effective communicator
• Customer Service Oriented

Working Environment:

Sedentary work - lifting and/or carrying up to 10 pounds occasionally.

Indoor work - not exposed to outdoor elements or hazards.

PLEASE VIEW THE APPLICANT BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled