TSS Support Specialist

Jobtailor

Connecticut

On-site

USD 65,000 - 95,000

Full time

14 days+

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Job summary

Jobtailor in United States, Connecticut, is seeking a detail-oriented professional to provide full administrative and operational support to the Wealth Management Group. You will handle tax payments, account maintenance, and reporting, ensuring accuracy and compliance with trust processes.

The role requires four years in trust/banking or related fields, strong written/verbal communication, and proficiency in Word/Excel.

Qualifications

Associate's Degree in Business Administration or equivalent education and experience.
Minimum of 4 years of experience in trust, banking, paralegal, accounting, brokerage, or insurance environments.
Experience in securities and/or trust administration preferred.
Proficient PC skills in Word and Excel; strong written and verbal communication.

Responsibilities

Provide full-range administrative and operational support to the Wealth Management Group.
Prepare and process correspondence, bills, tax payments, account maintenance, fee processing, account openings and closings.
Maintain administrative logs and perform daily balancing.
Ensure estimated and balance-due tax payments are made accurately and on time.
Upload tax information to applicable tax authorities and web-based platforms.

Skills

Trust accounting

Securities movement

Customer service

Organizational skills

Windows & Office

Education

Associate's Degree in Business Administration

Tools

Windows Environment

Microsoft Word

Microsoft Excel

Database Software

Accounting Software

Job description

Provide full-range administrative and operational support to the Wealth Management Group
Prepare and process correspondence, bills, tax payments, account maintenance, fee processing, account openings and closings
Maintain administrative logs and perform daily balancing
Ensure estimated and balance-due tax payments are made accurately and on time
Upload tax information to applicable tax authorities and web-based platforms
Process fees, free receipts, and deliveries
Post transactions to the Trust Accounting System
Create and distribute reports and letters
Update spreadsheets, review transfer paperwork, and adjust cost basis
Perform daily balance with the trust accounting vendor
Process cash disbursements from Trust Accounts to escrow accounts
Review charitable trust tax deposits on EFTPS and perform other tax-related duties
Provide customer service to internal and external customers
Inventory the vault quarterly and ensure items are documented for audit
Perform other assigned duties

Requirements

Associate's Degree in Business Administration or equivalent education and experience
Minimum of 4 years of experience in trust, banking, paralegal, accounting, brokerage, or insurance environments
Experience in securities and/or trust administration preferred
Proficient PC skills in a Windows environment, including Word and Excel
Strong written and verbal communication skills
Understanding of securities movement and control in the trust and brokerage industry
Excellent organizational and customer service skills
Ability to work flexible schedules and rotate to various departmental positions as needed
Working knowledge of database and accounting software, including setting up, analyzing, and interpreting report data
Understanding of Trust Accounting Systems
Strategic thinking and ability to support NBT Financial Group growth
Effective communication with internal and external customers
Ability to move objects weighing up to 10 lbs
Must be authorized to work for any employer in the United States; visa sponsorship is unavailable

Core Competencies

Demonstrates expertise in Trust Accounting Systems and securities movement, providing comprehensive administrative support within the Wealth Management Group. Proficient in financial processes, customer service, and effective communication with internal and external stakeholders.

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