Trust Operations Specialist - Fiduciary Administration

Community Bank, N.A.; Batesville (IN); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Vision & Dental insurance

401K with match

Pension

Tuition Reimbursement

Banking discounts

11 paid holidays

Paid vacation

Job summary

Community Financial System, Inc. (CFSI) through its Community Bank, N.A. division is seeking a Trust Administrator in Batesville, Indiana to support fiduciary services and trust operations.

This full-time role focuses on accurate recordkeeping, transaction documentation, and collaborating with trust staff to serve clients. You will review legal documents, prepare reports, and assist in administering fiduciary accounts while maintaining compliance with bank policies and regulatory requirements.

Qualifications

• Bachelor's degree in a related field preferred.
• Specialized trust education or legal paraprofessional experience considered.
• All applicants must be 18 years of age or older.

Responsibilities

• Provide support for trust and investment services to customers.
• Maintain appropriate records and provide assigned reports.
• Assist in the administration of fiduciary accounts, including documenting transactions.
• Coordinate tasks within the department and with other units to ensure smooth information flow.
• Ensure compliance with policies and regulatory requirements.

Skills

Attention to detail

Organizational skills

Analytical skills

Excel proficiency

Communication skills

Education

Bachelor's degree in related field

Tools

Trust accounting software

Job description

Community Financial System, Inc. (CFSI) through its Community Bank, N.A. division is seeking a Trust Administrator in Batesville, Indiana to support fiduciary services and trust operations.

This full-time role focuses on accurate recordkeeping, transaction documentation, and collaborating with trust staff to serve clients. You will review legal documents, prepare reports, and assist in administering fiduciary accounts while maintaining compliance with bank policies and regulatory requirements.