Trust Administrative Assistant (Cheyenne)

Full Time
Cheyenne, WY 82001
Posted
Job description

ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position.

  • Schedule: Monday - Friday, 8:00am - 5:00pm
  • Hiring Pay Range: $18.00 - $20.00 per hour

Benefits Package Offered (Subject to Eligibility Requirements)

  • Paid Vacation, Sick, and Holiday Time
  • Discretionary Annual Bonus and 401(k) Match
  • Company Subsidized Medical, Dental, and Vision Insurance Available for Employee, Employee +Spouse, Employee +Child(ren), and Employee +Family
  • Healthcare and Dependent Care Flexible Spending Account
  • Health Savings Account and Limited Purpose Flexible Spending Account for High Deductible Health Plan (HDHP)
  • Company Provided Employee Life, Employee AD&D, and Long-Term Disability Insurance
  • Supplemental Life Insurance for Employee, Spouse, and Child(ren)
  • Supplemental AD&D Insurance for Employee and Spouse
  • Short-Term Disability
  • Employee Assistance Program
  • Tuition Assistance Program
  • Professional Development Resources
  • Employee Banking Services
  • Free Employee Parking

Summary

  • Provides account and operations support for trust accounts. Responsibilities include customer assistance, trust accounting, system processing, and account reconciliation. Day to day administrative responsibilities for a varied portfolio of trusteeships, conservatorships, escrows, agency and custodial accounts following sound fiduciary principals. The position is responsible for supporting the Trust Officer and Trust Administrative Coordinator with day-to-day administrative functions.

Qualifications

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities

  • Managing the client relationship, monitoring the compliance and trustee requirements, participate in the coordination of the operations and investment process to ensure correct procedures, accuracy, and timeliness requirements are being met.
  • Developing sound working relationships with customers, employees, and legal and investment professionals in all aspects of trusteeships, escrows and fiduciary agreements.
  • Maintain active communications with clients to ensure client’s needs are being met.
  • Coordinate with other trust personnel in the maintenance and service of accounts.
  • Review documents and assist in set up of new accounts.
  • Assist in performing account reviews.
  • Coordinate and renew compliance requirements per legal documents to ensure proper action is being taken.
  • On-going maintenance of customer accounts, which involves coordinating, changes to account master files, statement and name and address information.
  • Respond to customer inquiries in a timely and professional manner.
  • Monitor accounts for un-invested and/or overdrafts.
  • Coordinate with customers, brokers and investment managers for purchase and settlement of investments and other transactions.
  • Prepare proper internal forms to affect the settlement of purchases, sales and free receipt or delivery items.
  • Verify the accuracy of posted transactions.
  • Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position.
  • Delivers quality of service as defined by department standards.
  • Ability to multi-task and prioritize daily tasks efficiently as well as ongoing projects.
  • Other duties may be assigned.

Education and/or Experience

  • Preferred previous training in trusts, accounting, and investments is desirable; or an equivalent combination of education and experience.
  • High level of proficiency in Microsoft Word, Outlook, and Excel is required.

Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran

ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, or any other status protected by federal, state, or local law.

ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant’s wage rate history, ANB Bank will not rely on it in determining a wage rate.

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