TSS Support Specialist

NBT Bank; City of Norwich (NY); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Paid Time Off

Medical Coverage

Dental & Vision

Retirement Plans

Tuition Reimbursement

EAP

Pet Insurance

Job summary

NBT Bank is seeking a detail-oriented individual to provide full support to the Wealth Management Group. Responsibilities include processing fees, maintaining logs, balance diligence, and handling tax payments with timely uploads to tax authorities.

Strong communication and trust/accounting system knowledge are essential. The role requires 4+ years in banking/trust-related environments and an Associate degree in Business Administration or equivalent.

Qualifications

• Associates Degree in Business Administration or equivalent education and experience
• A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment
• Experience in the securities and/or trust administration area preferred

Responsibilities

• Process fees, post to Trust Accounting System, and create/distribute reports
• Update spreadsheets, review transfer paperwork, adjust cost basis; balance trusts daily
• Process disbursement of cash from Trust Accounts to escrow; upload tax files
• Provide excellent customer service and professional communication
• Inventory Vault quarterly and ensure audit documentation is complete
• All other duties as assigned

Skills

Windows

Word & Excel

Communication skills

Trust accounting knowledge

Customer service

Analytical skills

Accounting software

Education

Associate degree in Business Administration

Tools

Windows OS

Microsoft Word

Microsoft Excel

Accounting software

Trust accounting systems

Job description

Pay Range: $21.66 - $28.87

Provide a full range of support to the Wealth Management Group. Responsible for preparing and processing correspondence, bills, and tax payments. Maintenance of administrative logs, account maintenance, daily balancing, fee processing, account opening and closings. Responsible for ensuring all estimated and balance due tax payments are made timely and accurately, as well as uploading of tax information to respective tax authorities.

Education and Experience

• Associates Degree in Business Administration or equivalent education and experience
• A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment
• Experience in the securities and/or trust administration area preferred

Skills and Abilities

• Proficient PC skills in a Windows environment, including Word and Excel.
• Strong written and verbal communication skills.
• Requires an understanding of securities movement and control unique to the trust and brokerage industry.
• Excellent organizational and customer service skills.
• Ability to work flexible schedules rotating to various positions within the department as necessary.
• Working knowledge of database and accounting software, with ability to setup plus analyze and interpret report data.
• Understanding of Trust Accounting Systems.
• Must be a strategic thinker and able to support the growth of the NBT Financial Group.

Tasks Performed

• 35% Process fees, free receipts and deliveries. Post transactions to the Trust Accounting System. Create and distribute various reports and letters.
• 25% Update spreadsheets, review transfer paperwork, adjust cost basis. Perform daily balance with trust accounting vendor; open and close accounts.
• 20% Process disbursement of cash from Trust Accounts to escrow account. Upload tax information files to web based platforms, review charitable trust tax deposits on EFTPS. Perform any other tax related duties as assigned.
• 10% Provide excellent customer service and exhibit professional telephone and communication skills when interacting with both internal and external customers.
• 5% Inventory Vault on a quarterly basis to ensure all items are properly documented, as required by audit.
• 5% All other duties as assigned

Physical Requirements

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans:Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Pet Insurance: For all your furry friends.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.