Fiduciary Trust Administrator II — Detail-Driven Support

Coca-Cola Beverages Northeast; Batesville (IN); On-site; USD 30,000 - 42,000; Full time

Job summary

Community Financial System, Inc. (CFSI) is seeking a Trust Services Support professional in the ClearPoint Trust Department. The role focuses on assisting trust officers, processing fiduciary accounts, and maintaining accurate records and reports.

The position requires a B.S./B.A. in a related field and strong attention to detail, analytical and organizational skills. It offers full-time hours with competitive compensation and extensive benefits.

Qualifications

• Strong attention to detail and proven organizational and analytical skills.
• Ability to prioritize and work effectively under time constraints.
• Proficient reading, writing, grammar, and mathematical skills.
• Proficient interpersonal relations and communicative skills.

Responsibilities

• Provides support to trust officers and other personnel in delivering trust services.
• Ensures compliance with policies and regulatory requirements.
• Maintains records and prepares assigned reports for trust activities.
• Reviews legal documents to assist in setting up accounts.
• Arranges meetings with customers or interested parties regarding accounts.

Skills

Attention to detail

Organizational skills

Analytical skills

Time management

Communication skills

Reading/Writing/Grammar

Mathematical skills

Education

B.S./B.A. degree in a related field

Tools

Excel

Job description

Community Financial System, Inc. (CFSI) is seeking a Trust Services Support professional in the ClearPoint Trust Department. The role focuses on assisting trust officers, processing fiduciary accounts, and maintaining accurate records and reports.

The position requires a B.S./B.A. in a related field and strong attention to detail, analytical and organizational skills. It offers full-time hours with competitive compensation and extensive benefits.