Trust Operations & Escrow Administrator

Southwest National Bank; Wichita (KS); Presencial; USD 42.000 - 58.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance

Descripción de la vacante

Southwest National Bank in Wichita, KS, seeks a highly analytical Trust Operations & Escrow Administrative Assistant to execute daily financial transactions within the Trust & Wealth Management team. Responsibilities include posting activity, settling trades, and administering the Seller Financed Escrow program.

The role requires strong financial literacy, exceptional accuracy, Excel proficiency, and solid communication skills.

Formación

• High School Diploma or equivalent; a Bachelor's in Finance, Accounting, or Business is highly preferred.
• 1–3 years of experience in a bank, brokerage, or legal environment is a strong plus.
• Strong math, attention to detail, and ability to work under tight daily deadlines.

Responsabilidades

• Post daily cash deposits, dividend receipts, interest payments, and trust income items into the accounting system.
• Process and post complex corporate actions including stock splits, spin-offs, mergers, and class action settlements.
• Coordinate settlement of daily investment trades with brokers and custodians for timely, error-free settlement.
• Oversee end-to-end asset transfers and cost basis postings for inherited assets.
• Audit daily transaction logs against ledgers to ensure compliance with trust regulations.
• Execute daily cash management sweep and track pledged assets for fiduciary accounts.
• Administer Seller Financed Escrow program, track payments and manage disbursements.
• Maintain electronic client account files per compliance standards.
• Cross-train across Trust & Wealth Management functions to support continuity.

Conocimientos

Financial literacy

Exceptional accuracy

Excel proficiency

Communication skills

Educación

High School Diploma or equivalent

Bachelor’s degree in Finance, Accounting, or Business

Herramientas

Trust accounting software

Descripción del empleo

Southwest National Bank in Wichita, KS, seeks a highly analytical Trust Operations & Escrow Administrative Assistant to execute daily financial transactions within the Trust & Wealth Management team. Responsibilities include posting activity, settling trades, and administering the Seller Financed Escrow program.

The role requires strong financial literacy, exceptional accuracy, Excel proficiency, and solid communication skills.