Trust Associate

3 weeks ago

Biloxi MS United States JobGet Staffing Full time

NOTE: If you are reviewing this posting on an independent job board, you may start the application through the job board but you MUST go directly to CLICK HERE TO APPLY, to ensure your application is completed.

Only completed applications will be considered.

This opportunity will be posted until position is filled.



GENERAL PURPOSE OF THE JOB

The associate processes and reconciles complex transactions for assigned system applications and performs the necessary administrative functions to support the department. Serves as a direct contact to support complex research items and provides workflow guidance.

ESSENTIAL DUTIES AND RESPONSIBILITIES:


  • The following are representative duties that may be assigned to the associate. Each associate may perform any or all of the duties listed below, as well as other duties as necessary to complete the department's workload in a timely and accurate manner.
  • Assist the Trust Department Officers with day-to-day administrative and clerical functions.
  • Accurately enter information and data to create client e-files.
  • Assist with opening, closing and maintaining accounts.
  • Reviews paperwork to insure completeness, accuracy, and proper authorizations.
  • Coordinate, assist and monitor money movement, including receipts, disbursements, account activity and wire transfers.
  • Prints and mails Trust checks.
  • Performs data entry and reconciles transactions entered into various Trust processing applications to support wires, ACH, deposit accounts, and general ledger processing.
  • Provide high-quality assistance to Trust Officers and clients.
  • Review and analyze Trust/Estate documents, preparation of summary of same for file, prepare paperwork for yearly accountings, inventories and other required documents.
  • Responds to both internal and external customer inquiries.
  • Brings daily entries to branch personal banker.
  • Assist with federal and state tax filing.
  • Provide general departmental support including photocopying, scanning, faxing and daily filing and e-filing.
  • Provides excellent customer service by answering telephone calls and greeting Trust clients.
  • Process outgoing and incoming mail, including postage and sorting.
  • Participate in ongoing education/learning and training (Fiduciary, Trust administration, Investment services, etc.).
  • Responsible with recording both Trust Investment Committee (TIC) and Trust Administrative Committee (TAC) minutes.
  • Responsible for e-filing TIC and TAC agenda and minutes.
  • Research legal issues in trusts, estates, and retirement plans.
  • Adhere to all internal and external regulatory requirements, standards, guidelines, policies and procedures.
  • Any other duties that may be appropriate to achieve the objectives of both the department and organization.

SUPERVISORY RESPONSIBILITIES:

This job has no supervisory responsibilities, but the associate could assist with guidance and training of new hires and less experienced staff.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Associate degree required. Degree in Business, Finance, or Accounting preferred or equivalent of work experience.
  • 2 years of banking or related field experience strongly preferred.
  • Prior paralegal experience, a plus.
  • Proficient in Microsoft Office Suite including Word and Excel.
  • Excellent customer service and communicative skills.
  • Excellent organizational and time management skills.
  • Ability to prioritize and manage multiple tasks.
  • Strong attention to detail.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to work an on-site position with a typical schedule of 40 hours per week, Monday through Friday. Overtime or extended hours may be occasionally required.
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document, if required, to perform the essential job functions.
  • Ability to lift/move/carry approximately 15 pounds, if required, to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.



Peoples Financial Corporation and its wholly-owned subsidiary, JobGet Staffing is looking for, is committed to an inclusive and diverse workforce and equal employment opportunities without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.



Job Posted by ApplicantPro

  • Trust Associate

    3 weeks ago

    Biloxi, United States JobGet Staffing Full time

    NOTE: If you are reviewing this posting on an independent job board, you may start the application through the job board but you MUST go directly to CLICK HERE TO APPLY, to ensure your application is completed. Only completed applications will be considered.This opportunity will be posted until position is filled.GENERAL PURPOSE OF THE JOBThe associate...

  • Corporate Trust Associate

    2 days ago

    New York, NY, United States Collabera Full time

    Position Details: A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. Client: Banking Job Title: Corporate Trust Associate Location: New York, NY 10013 Hybrid Duration: 12 Months + Possible extension Schedule: Shift hours: Basic Business Hours Start Date: ASAP Job...

  • Trust Litigation Associate Attorney

    2 days ago

    San Diego, CA, United States GPAC Full time

    Job Title: Trust Litigation Associate AttorneyPosition Type: Full-TimeJob Summary:GPAC is partnering with a prestigious local firm seeking a skilled and motivated Trust Litigation Associate Attorney to join their esteemed legal team. The ideal candidate will possess significant experience in trust and probate litigation, demonstrate strong analytical and...

  • Trust Litigation Associate Attorney

    2 days ago

    San Diego, CA, United States GPAC Full time

    Job Title: Trust Litigation Associate AttorneyPosition Type: Full-TimeJob Summary:GPAC is partnering with a prestigious local firm seeking a skilled and motivated Trust Litigation Associate Attorney to join their esteemed legal team. The ideal candidate will possess significant experience in trust and probate litigation, demonstrate strong analytical and...

  • Trust & Estates Associate

    2 weeks ago

    Denver, CO, United States Adams & Martin Group Full time

    We are seeking a dedicated Trust & Estates Attorney to join our legal team. The successful candidate will provide legal counsel and representation in matters related to estate planning, trust administration, wills, probate, tax planning, and related areas.The attorney will work closely with clients to craft estate plans, manage estate administration, and...

  • Trust Administrator

    2 weeks ago

    Geneseo, IL, United States Central Bank Illinois Full time

    TRUST ADMINISTRATORFinancial Center, 425 US Hwy 6 EGeneseo, ILFull TimeMonday through FridayExempt SalariedThis is an in-person position, not remote or hybrid.FUNCTION OF JOB The Trust Administrator assists with the general administration and operation of the Trust & Asset Management Division in coordination with Trust Officers and the Trust Operations team....

  • Trust Officer

    3 weeks ago

    Windsor, CT, United States MassMutual Full time

    The OpportunityAs a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...

  • Insurance Associate

    2 weeks ago

    Tonawanda, NY, United States Arbor Realty Trust Full time

    The Insurance Associate I is responsible for ensuring that adequate insurance coverage exists, paid per lender guidelines and documented appropriately. Essential Job Functions (Duties/Responsibilities)This position will have the following duties and responsibilities, including but not limited to:First level of contact on insurance questions, coverage...

  • Estates & Trusts Attorney

    2 weeks ago

    Los Angeles, CA, United States Offit Kurman, P.A. Full time

    Estates & Trusts -Senior Associate/ Junior Partner (LA)Offit Kurman is expanding its LA Estates and Trusts team.Job Requirements:Ten plus (10+) years of experience practicing trusts and estates law.Ability to first-chair draft both basic and sophisticated estate planning documents which incorporate estate and income tax planning including irrevocable...

  • Associate Wealth Advisor

    2 weeks ago

    Cedar Rapids, IA, United States First Community Trust, N.A. Full time

    FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Our clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing...

  • Trust and Estate Attorney

    2 weeks ago

    Norwood, MA, United States Hiring & Empowering Solutions Full time

    What we do:We help individuals and families navigate some of the most difficult phases in their lives by helping them plan their legacy which may involve avoiding probate, minimizing estate taxes, planning for long-term care, and mitigating the associated, devasting financial effects, plan for family members with special needs, and...

  • Credit Analysis Professional

    4 weeks ago

    , KS, United States Enterprise Bank & Trust Full time

    Enterprise Bank & Trust Credit Analysis InternshipAre you looking for a dynamic and challenging internship in the banking and finance industry? Our Credit Analysis Internship at Enterprise Bank & Trust is the perfect opportunity for you to gain hands-on experience and develop your skills in financial statement analysis, credit risk assessment, and financial...

  • Paralegal

    1 week ago

    Belleville, IL, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. -With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong,...

  • Community Mortgage Loan Officer

    1 week ago

    Bridgeton, MO, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. -With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong,...

  • Zero Trust Cybersecurity Strategic Lead

    3 weeks ago

    Fort Meade, MD, United States Booz Allen Full time

    Zero Trust Cybersecurity Strategic LeadKey Role:Join a dynamic team of cybersecurity and IT professionals implementing a first-of-its-kind Zero Trust solution within the DoD. Apply program management techniques to ensure the on-time, high-quality delivery of Zero Trust products and ensure their compliance with all contract requirements. Lead teams of...

  • Community Association Loan Officer

    2 weeks ago

    Itasca, IL, United States ITASCA BANK & TRUST Company Full time

    Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that...

  • Senior IT Auditor

    1 day ago

    Edwardsville, IL, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...

  • Senior IT Auditor

    1 day ago

    Manchester, MO, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...

  • Financial Services Representative

    4 days ago

    Gardner, KS, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong,...

  • Paralegal

    1 month ago

    Belleville, IL, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...