Trust Administrator

First Trust Company, LLC Rapid City , SD 57701

Posted 2 months ago

Opportunity:

The ideal candidate will be numbers oriented; possess strong critical thinking skills to manage and complete projects; and be self-disciplined in time-management and prioritization. This person will be comfortable working with a high degree of attention to detail in a fast-paced environment, be flexible and accommodating in work approach based on priorities and possess strong analytical and organizational skills. The successful candidate will be professional, self- motivated, reliable, courteous, punctual, and have a desire to continuously learn and grow with the company.

Summary Assisting trust officers and executives with trust administration, risk management, correspondence and documents, record keeping, scheduling, and various corporate administrative tasks.Essential Duties and Responsibilities include the following:

  • Prepare and assist Officers with trust annual account reviews.
  • Complete new account onboarding and closing duties.
  • Review and process trust administration tasks as needed and assigned.
  • Complete, follow up and track outstanding trust administration and investment management deliverables.
  • Process trust account money movement transactions including bill-pay and tax payments.
  • Perform trust account maintenance on trust accounting system.
  • Process trust transactions with high accuracy.
  • Ensure processing activities are thoroughly documented (scanned and filed).
  • Prepare and send written correspondence.
  • Receive and direct incoming calls and greet clients/visitors.
  • Assist with quarterly audit requests.
  • Assist with incoming/outgoing mail.
  • Assist with post office and bank deposit runs as needed.
  • Respond to client requests in a timely manner as needed.
  • Assist and/or relay critical client issues to trust officer(s) promptly.
  • Manage special projects as needed with minimal oversight.
  • Assist with fiduciary tax processing.
  • Assist with client/company mailings as needed.
  • Assist other employees as needed.
  • Perform other duties as assigned.


Qualifications The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelors degree in Accounting or Finance, CPA desirable
  • High degree of attention to detail
  • At least two years’ experience of finance, accounting or trust administration work.
  • Excellent verbal and written communication skills.
  • Strong numbers aptitude.
  • Ability to identify and resolve complex issues with minimal guidance.
  • Ability to manage multiple tasks/projects simultaneously.
  • Ability to review trust agreement documents and ensure compliance.
  • Very well organized and able to keep accurate records.
  • Accuracy in computer operations/spreadsheets/word processing.
  • Strong analytical skills
  • Strong prioritization skills
  • Strong and effective interpersonal skills
  • Ability to perform data entry accurately and efficiently
  • Ability to multi-task with high accuracy and completion rate.
  • Ability to work well as part of an office team.

CTFA preferred or working towards a CTFA

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Construction Center Administrator

Morton Buildings, Inc.

Posted 8 months ago

VIEW JOBS 4/23/2020 12:00:00 AM 2020-07-22T00:00 Company Description Morton Buildings, Inc. is the industry leader in post-frame construction. We have been in business for more than 110 years and have six manufacturing plants servicing 106 construction centers nationwide. Per year, across America, more than 3,500 new buildings sport the familiar Morton M. Job Description The Construction Center Administrator (CCA) is a full time position that involves working in one of our many local construction centers. Individual will be working with local sales/construction and corporate personnel on a daily basis. The Administrator will be accountable for a wide range of responsibilities to support and promote the local construction center and all of its activities. Many of the daily responsibilities will be achieved using state of the art computer programs and equipment. Solid computer and organizational skills are a must in maintaining the level of expectation that is required to achieve full potential for this position. * Meet and greet customers in a welcoming/pleasant manner in person or via other communication methods including phone * Answer professionally all communications arriving into office, compile messages and direct to personnel in appropriate method and time period as deemed necessary or instructed * Create and maintain a positive/professional attitude towards customers and co workers * Respond to questions customers may have on MBI product or the office, which may at times involve follow up * Ask pre-determined questions of the customer to help assist them and the Sales Consultant in their buying journey * Obtain minimal required basics and continue to improve working knowledge of Microsoft CRM, AX (MAX), Excel, Word and Outlook software * Setup and maintain a professional organized environment in personal work station and reception area of office as per minimal requirements * Administration and assistance for sales & construction resources consisting of SC, CCM, Crew Foreman, ACS, RSM, RCM, CC Coor., Scissor Lift, Digger in various tasks * Maintain all MBI processes and policies as per procedure which may include, but not limited to * Processing of orders and completions in a timely manner * Building & Repair Orders * Material Orders (Sales Orders) * Item Requirement Orders w/ proper Reason Codes & Explanations * Crew Tool Orders * Proper usage, filing (Hard file and electronic) and retention of MBI forms and documents as required per policy * Checking and forwarding all vehicle reports and DOT logs to corporate * Organizing and maintaining all accurate record collection for corporate at local level * Bills, PA checks and credit card transactions * Personnel Time Entry/Posting and Crew Roster updates completed * Creating and sending various communications to customers * Assembling and printing of various reports for management * Accident/Safety reporting * Proficient CRM and MAX data input * Maintain company, customer, business associates, employment applicants, and personnel confidentiality * Acknowledge and inform job applicants of position openings status, instruct on completing employment application and final review for completeness * Coordinate new crew personnel with onboarding process (Orientation Day-8 Hr.) * Attend meeting and training sessions as needed, some may require overnight travel * Coordinate, train and maintain (ready to step in) back up assistants or fill in personnel (Temp.) * Mail and package pickup / drop off's as required, in company vehicles whenever possible. * Dress in appropriate professional attire as outlined per company policy * Attendance for an open office during customer hours is Monday through Friday 8am-12pm and 1pm-5pm (Less Holiday Schedule). Additional hours may be required at times during the year. * MBI business is to be conducted during customer/company hours (Personal business such as internet surfing, Facebook, E-bay, texting, book reading, etc. is prohibited during these time periods) * Individual will adhere to MBI core values/ethics and be a good company representative Qualifications * Minimum of associates degree or 2 years of customer contact work related experience * Must have a pleasant personality with above average people and communication skills (Written & Verbal) * Positive attitude, self-starter and good work ethic with minimal supervision * Regular attendance required per stated times above and be willing to work overtime if requested * Be able and willing to attend meeting and training sessions (some may be overnight business travels). Business travel should be attended by individual only. * Able to multi task several projects at one time * Have or desire to develop a thorough knowledge of our business practices and policies * Ability to adapt to new technology and programs * Team player willing to work with others and assist with special projects as needed * Must have average or better computer skills that include being proficient in Microsoft Word and Excel * Possess above average organizational skills * Professional attire as outlined per company policy * Able to work in a sometimes fast paced environment * Ability to maintain confidential information Additional Information Benefits Include: * Excellent Medical/Dental/Prescription plan * Paid holidays, paid vacation, and sick time * 401k * Profit sharing * Life insurance plan * Optional payroll savings plan * Optional short/long term disability insurance * ESOP Retirement Program in which you become an owner of the company Morton Buildings, Inc. is an Equal Opportunity Employer and Drug-Free Workplace. All candidates offered employment will be subject to a pre-placement drug screen and background check. Morton Buildings, Inc. Rapid City SD

Trust Administrator

First Trust Company, LLC