Trust Operations Associate

Evolve Bank & Trust; Memphis (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

The Trust Operations Associate at Evolve Bank & Trust supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing.

This position will interact with customers to answer questions and resolve issues, contributing to accurate and timely service in Memphis, TN.

Qualifications

• Associate's degree or higher preferred.
• Banking, Finance, Economics or Business Administration concentration preferred.
• Two years' experience in Trust Operations preferred.

Responsibilities

• Process daily customer account transactions in SunGard and Jack Henry systems (distributions and transfers).
• Attend and participate in training courses and seminars.
• Assist, develop, and reconcile reports and correspondence.
• Verify distributions and transfers are accurate, complete, and balanced.
• Input wire transfers via Jack Henry.
• Other duties as assigned.

Skills

Microsoft Excel

Microsoft Word

Attention to detail

Interpersonal skills

Verbal and written communication

Self-motivation

Problem-solving

Execution skills

Education

Associate's degree or higher

Banking/Finance related degree

Two years' experience in Trust Operations

Tools

SunGard

Jack Henry

Trust accounting software

Bank systems

Job description

Job Description

The Trust Operations Associate supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies and procedures, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing. This position will interact with customers to answer questions and resolve issues.

Job Details

Job Details

Description

The Trust Operations Associate supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies and procedures, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing. This position will interact with customers to answer questions and resolve issues.

Job Description

The Trust Operations Associate supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies and procedures, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing. This position will interact with customers to answer questions and resolve issues.

Main Job Tasks And Responsibilities

• Process daily customer account transactions in SunGard and Jack Henry systems that include client distributions and transfers.
• Attend and participate in additional job-related training courses and seminars.
• Assist, develop, and reconcile reports and correspondence.
• Verify SunGard and Jack Henry system distributions and transfers are accurate, complete, and balanced.
• Input wire transfer transactions via Jack Henry.
• Other duties as assigned.

Education And Experience

• Associate's degree or higher preferred.
• Marketing, Banking, Economics, Finance or Business Administration Course Concentration preferred.
• Two years' experience in Trust Operations preferred.

Key Competencies

• Strong Microsoft skills, including Microsoft Word and Microsoft Excel.
• Strong problem-solving skills.
• Strong follow-up and execution skills.
• Strong attention to detail.
• Good interpersonal skills.
• Good verbal and written communication skills.
• Self-motivation to work independently and prioritize own schedule.
• Strong professionalism.