Fiduciary Trust Operations Specialist

Benefit Plans Administrative Services, Inc.; Batesville (IN); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. is seeking a Trust Department support professional to assist fiduciary account administration and client service.

The role focuses on documenting transactions, reviewing legal documents, and coordinating with trust officers to ensure accurate recordkeeping and timely information flow. Responsibilities include maintaining records, generating reports, and ensuring compliance with policies while interacting with customers and bank staff.

Qualifications

• B.S./B.A. in a related field; trust education or legal paraprofessional experience preferred.
• Strong attention to detail and analytical skills; ability to work under time constraints.
• Minimum of four years of related business office experience.

Responsibilities

• Provide support to trust officers and other personnel in delivering fiduciary services.
• Coordinate tasks across department to ensure smooth information flow.
• Maintain records and prepare assigned reports.
• Assist in setup of fiduciary accounts by reviewing legal documents.
• Adhere to policies to meet regulatory requirements.
• Communicate with management to align goals.

Skills

Attention to detail

Organizational skills

Analytical skills

Time management

Reading & writing

Interpersonal skills

Communication skills

Education

Bachelor's degree preferred

Tools

Excel

Job description

Community Financial System, Inc. is seeking a Trust Department support professional to assist fiduciary account administration and client service.

The role focuses on documenting transactions, reviewing legal documents, and coordinating with trust officers to ensure accurate recordkeeping and timely information flow. Responsibilities include maintaining records, generating reports, and ensuring compliance with policies while interacting with customers and bank staff.