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 included 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)