Hours/Week: 37.5 hours Location: US:NY:Oneonta
Minimum Pay Rate:
Relevant experience and education will be taken into consideration when determining actual starting pay rate.
A Trust Investment Administrator is responsible to support Trust Investment staff in the management of trust portfolio assets, which includes monitoring departmental holdings and potential holdings, preparation of performance reporting, and divisional reports as well as coordination of marketing efforts.
Education and training and requirements:
High School Diploma or GED Required
Bachelor's degree with a major in Business, Accounting, Economics, Finance, Math or related field preferred.
Strong math and spreadsheet skills
Ability to analyze data to test for calculation errors
Professional and friendly interpersonal and communication skills
Clear thinking and ability to stay focused
Attention to Detail
Proficiency in Microsoft Office Suite
Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Compile and analyze the department's "Approved" asset lists
Review major holdings to track unusual price changes, material news items, earnings estimates and reports
Assist with the preparation of reports for all Trust Investment Committee meetings
Prepare institutional performance review materials
Assist with the calculation/generation of periodic investment reporting
Track all department mutual fund position held on a "managed" basis, producing a formal quarterly report analyzing performance vs. peers and benchmarks
Monitor issues including fund policy and management changes
Assist Trust Investment staff with systematic mutual fund sales and purchases
Provide Trust Investment staff with cash balance and fixed-income maturity reports
Assist with the preparation of RFP, seminar and other presentation materials
Interact with the Trust team on a daily basis to stay informed regarding any significant changes in client objectives or other matters requiring immediate attention
Track and coordinate new account work flow progress
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion
As an integral member of the Trust Department, this position is responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be required to stand, walk, sit, user hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Community Bank System, Inc.