Trust Operations Assistant

4 days ago

Raleigh, North Carolina, United States First Foundation Bank Full time
Job Summary

We are seeking a highly organized and detail-oriented Trust Operations Assistant to join our team at First Foundation Bank. As a Trust Operations Assistant, you will play a critical role in supporting the operational process of trust accounts, ensuring timely and accurate services that meet our client service objectives.

Key Responsibilities:

  • Monitor and process daily approved transactions in the trust accounting system, including recurring and non-recurring bill payments and discretionary distributions.
  • Issue trust disbursements on time, paying close attention to deadlines for wires, ACHs, journals, and check disbursements.
  • Process daily incoming and outgoing ACHs and wire transactions for trust accounts, verifying transaction approval, image confirmation, and supporting documents in client account folders.
  • Verify and process all trust deposits, including wires, ACHs, journals, and check deposits.
  • Perform daily cash reconciliation of funds held in omnibus accounts against the trust accounting system.
  • Perform monthly GL reconciliation and demonstrate knowledge of the difference between GL, money market, and checking accounts.
  • Communicate professionally with Administrators and other internal department personnel.
  • Perform filing and imaging of invoices, checks, correspondences, and other documents accurately and on time.
  • Monitor committee packet report updates and assemble packets for trust department committees.
  • Manage calendar schedule for trust department committees, including reserving conference rooms.
  • Track systems helpdesk tickets and innovation center submissions and statuses.
  • Assist with account opening and account closure process.
  • Assist Trust Operations team members as needed.

Requirements:

  • Bachelor's degree with 1 to 2 years of related experience preferred.
  • Knowledge of principal and interest payments and good math skills required.
  • Strong knowledge of Microsoft Office, especially MS Word and MS Excel required, including formulas (SUM, SUMIF, VLOOKUP), page formatting, and hotkeys/keyboard shortcuts.
  • Client services experience preferred.

Skills:

  • Demonstrate knowledge of bill pay activity, including understanding the difference between a wire and ACH, and how to ascertain important information from a bill.
  • Strong organizational and written skills with a solid foundation of time management.
  • Ability to articulate orally and in writing and work well with other team members and other department personnel.
  • Detail-oriented, with the ability to retain information and learn new things quickly.
  • Must have a strong work ethic and the ability to work with minimal supervision.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

First Foundation Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

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