Experience Inc. Jobs

GENERAL DESCRIPTION: This position will administer accounts, respond to client inquiries, and oversee daily transactions and pending work for their location/Trust Officer. May be first point of contact for assigned accounts. Will be responsible for some required department procedures outside the realm of daily operations and/or be first back-up for Trust Operation's duties. This position carries decision-making authority "under supervision" and usually within a limited complexity of account types.

RESPONSIBILITIES AND DUTIES:

• Review daily transaction report and respond accordingly to Call Tracking and Ticklers.
• Review account cash balances to determine necessary trades.
• Review, update and approve pending and reoccurring transactions.
• Enter pending cash in and pending cash-outs with appropriate description and transaction code.
• Enter/post deposits with appropriate description and transaction code and provide receipts as required.
• Notify Trust Officer and/or Relationship Manager of trades needed for deposit and contributions for assigned accounts.
• Respond to client inquiries and proactively communicate with clients and professionals as needed.
• Maintain necessary documentation within trust accounting system and account files.
• Assist with daily operations and back-up when needed.
• Maintain strong knowledge of Trust Accounting software to efficiently manage responsibilities.
• Set up new accounts in trust account system according to checklist and assist with preparation of new account forms for signatures.
• Interact with new clients to facilitate the opening and funding of accounts, along with follow up with prior fiduciaries and custodians.
• First point of contact for incoming calls and customers, and processing location mail.
• Assist in organizing and scheduling Trust Officer's client and prospect contacts.
• Assist Trust Officer as needed with things such as drafting letters, client mailings, updating account and client information, processing beneficiary distributions, preparing required forms, etc.
• Communicate with trust accounting software provider product support and other vendors.
• Maintain current understanding of Trust Policy Manual and regulations as they relate to Fiduciary and Investment issues to ensure audit compliance.
• Represent the organization by being active in the community. Actively participate in service organizations, community activities, etc. to promote a positive organization image and to generate leads for the new business efforts.
• Ability to travel to different branch location for meetings and presentations, and to attend trust conferences for continuing education.

ACCOUNTABILITY: This person will be accountable for the retention of theirs and their assigned Officer's portfolio of Trust accounts and the delivery of fiduciary services to that portfolio of clients.