Trust Administrator II — Fiduciary Services & Reporting

OneGroup; Batesville (IN); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Trust Administration support professional to assist fiduciary account management within the ClearPoint Trust Department.

You will help with document review, account setups, and recordkeeping while ensuring accuracy and regulatory compliance. The role emphasizes attention to detail, organizational and analytical skills, and the ability to work with multiple teams to deliver timely fiduciary services.

Qualifications

• Bachelor's degree in a related field; specialized trust education or legal paraprofessional experience preferred.
• Strong attention to detail and organizational skills with analytical ability.
• Proficient reading, writing, grammar, and mathematical skills; Excel experience essential.

Responsibilities

• Supports trust officers and personnel in delivering fiduciary services across various account types.
• Coordinates tasks with department and other units to ensure smooth information flow.
• Ensures compliance with policies, procedures, and regulatory requirements.
• Maintains records and prepares required reports and communications.
• Completes duties to assist in administration of fiduciary accounts, including setting up accounts and documenting transactions.
• Prepares status records and reports on fiduciary activities and regulatory forms.

Skills

Attention to detail

Organizational skills

Analytical skills

Time management

Excel skills

Reading & writing skills

Interpersonal skills

Education

Bachelor's degree in a related field

Specialized trust education/training or legal paraprofessional experience

18+ years of age

Job description

Community Financial System, Inc. (CFSI) is seeking a Trust Administration support professional to assist fiduciary account management within the ClearPoint Trust Department.

You will help with document review, account setups, and recordkeeping while ensuring accuracy and regulatory compliance. The role emphasizes attention to detail, organizational and analytical skills, and the ability to work with multiple teams to deliver timely fiduciary services.