Trust Operations Specialist - On-Site Minot

First Western Bank & Trust; Minot (ND); Presencial; USD 34.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401k with company match

Health Savings Account

Banking benefits

Short-term disability

Life insurance

Long-term disability

Holidays

Vacation

Descripción de la vacante

First Western Bank & Trust is seeking a Trust Operations Assistant to support the Trust Department in Minot, ND. This on-site, full-time clerical role focuses on daily operations, recordkeeping, and reporting for various trust accounts.

The candidate will perform routine trust-related tasks, ensure regulatory compliance, and maintain access to client portals while upholding high service standards.

Formación

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

Responsabilidades

• 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 Bank’s policies and procedures, including Bank Secrecy Act.
• Maintain continuing education related to regulatory standards.

Conocimientos

Communication

Detail oriented

Interpersonal skills

Problem solving

Research

Teamwork

Time management

Willingness to learn

Technology literacy

Educación

Associate’s degree in business or finance related field

Herramientas

Microsoft Office Suite

Descripción del empleo

First Western Bank & Trust is seeking a Trust Operations Assistant to support the Trust Department in Minot, ND. This on-site, full-time clerical role focuses on daily operations, recordkeeping, and reporting for various trust accounts.

The candidate will perform routine trust-related tasks, ensure regulatory compliance, and maintain access to client portals while upholding high service standards.