Trust Operations Specialist | On-Site, Full-Time

Automatic Data Processing, Inc.; Minot (ND); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401k with company match

Disability insurance

Paid time off

Job summary

First Western Bank & Trust is seeking a Trust Operations Assistant on-site in Minot, ND. The role will support the Vice President - Trust Operations with daily trust operations tasks, record keeping, and ensuring portfolio integrity.

This full-time position requires attention to detail, strong communication, and a willingness to learn regulatory standards. Responsibilities include processing dividends, interest, wire transfers, ACH transactions, and reports; maintaining Infovisa Client Portal

Qualifications

• Associate’s degree in business or finance preferred.
• 2 years’ experience in banking, benefit processing or office administration.
• Knowledge of retirement plan regulations and terminology preferred.
• Knowledge of investments and accounting principles preferred.

Responsibilities

• Answer incoming phone calls for the Trust Department and route appropriately.
• Daily entry of dividends and interest, asset maturities, asset purchases/sales, contributions and distributions.
• Daily entry of non-401(k) mutual fund sales and purchases.
• Complete wire transfers and daily ACH transactions.
• Generate daily reports.
• Prepare beneficiary and expense checks.
• Prepare monthly rental and plan loan reports.
• Establish customer access to Infovisa Client Portal.
• End of day balancing.
• Intermediate custodial safekeeping relationship as well as income collection, purchases and sales.
• Ensure compliance with banking laws, regulations and the Bank’s policies and procedures, including Bank Secrecy Act.
• Maintain continuing education related to regulatory standards.

Skills

Communication

Detail-oriented

Interpersonal skills

Problem-solving

Time management

Teamwork

Willingness to Learn

Microsoft Office

Education

Associate’s degree in business or finance

Tools

Infovisa Client Portal

Microsoft Office

Publisher

PowerPoint

Word

Excel

Outlook

Job description

First Western Bank & Trust is seeking a Trust Operations Assistant on-site in Minot, ND. The role will support the Vice President - Trust Operations with daily trust operations tasks, record keeping, and ensuring portfolio integrity.

This full-time position requires attention to detail, strong communication, and a willingness to learn regulatory standards. Responsibilities include processing dividends, interest, wire transfers, ACH transactions, and reports; maintaining Infovisa Client Portal