Trust Operations Assistant

6 days ago

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

Job Summary:

We are seeking a highly organized and detail-oriented Trust Operations Assistant to join our team at First Foundation Bank. The successful candidate will be responsible for supporting the operational process of trust accounts with services and timeliness that meet the established client service objectives.

Key Responsibilities:

  • Understand and comply with requirements of all laws and regulations applicable to the position
  • Perform activities by applying approved procedures and policies to consistently achieve compliance, audit, fiduciary, credit, legal, and regulatory goals
  • Monitor and process daily approved transactions in the trust accounting system and monitor pending transactions including recurring/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 and verify 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
  • Professionally communicate 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
  • Perform other duties as assigned timely and accurate

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
  • Client services experience preferred

Skills:

  • Demonstrate knowledge of bill pay activity including but not limited to:
  • Understanding the difference between a wire and ACH
  • Understanding how to ascertain important information from a bill
  • Understanding how to read and write a check
  • Understanding the difference between a disbursement and a deposit
  • Strong organizational and written skills with a solid foundation of time management
  • Must be able to learn company software applications
  • 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.

While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation 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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