ADMIN ASST TRUST

Description

GENERAL SUMMGENERAL SUMMARY:

Serves as assistant to trust personnel. Prepares reports for trust personnel and for client use. Supports trust operations.

RESPONSIBILITIES AND DUTIES:

• Greets and directs customers and answers questions, which may require research of records and follow-up correspondence. Answers incoming phone calls and performs other miscellaneous duties.

• Responsible for set up and maintenance of client files on trust accounting system and paper files in branch.

• Generates various monthly and quarterly reports for Trust Committee, management, and clients as directed.

• Responsible for processing incoming mail, paying invoices processing trust deposits.

• Assists trust operations with file maintenance, reconciliations, balancing, input verification and other related tasks.

• Regular and reliable attendance.

• Performs other duties as assigned by manager.

KNOWLEDGE, SKILL, AND ABILITIES:

• Knowledge of trust, finance and investment services.
• Knowledge of word processing and spreadsheet software.
• Knowledge of bookkeeping and accounting principles.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized efficient work environment.
• Ability to work under pressure of deadlines.
• Ability to communicate effectively with management, customers, and co-workers.

EDUCATION AND EXPERIENCE:

• High school graduate or equivalent with previous banking experience or equivalent work experience. Previous experience with computer software and bookkeeping experience preferred.

PHYSICAL REQUIREMENTS:

Seeing: 75-100%

Must be able to greet customers read documents, use computer

Hearing: 25-49%

Must be able to communicate with customers and co-workers

Standing/Walking: 25-49%

Must be able to visit customer

Climbing/Stooping/Kneeling: 0-24%

Fingering/ Grasping/Feeling: 50-74%

Must be able to use computer, write

PHYSICAL DIMENSIONS:

Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.

NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More Details

M-F 8:00-5:00

About Pinnacle Bank/Bank of Colorado

We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.

We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.

As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.

At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.

We also offer personal banking services, including accounts, mortgages, personal loans and technology products.

We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:

*****Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT]**.