Trust Administrator

Details of the offer

We are excited to share a new career opportunity opening at The Trust Company of Kansas. Interested in joining our team? Qualified candidates may send a resume and letter to ******. TRUST ADMINISTRATOR Job Summary: Assist one or more Account Officers with the day-to-day administration of trust client relationships 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)


Nominal Salary: To be agreed

Job Function:

Requirements

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