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Winona

    Trust Officer - Winona, United States - Minnesota Bankers Association

    Minnesota Bankers Association
    Minnesota Bankers Association Winona, United States

    1 week ago

    Default job background
    Description
    Don't have specific Trust experience? That's okay If you have experience in any of the following areas, we would love to see your application come through to be considered for this position
    Financial planning
    Investments
    Tax, estate, or accounting
    Attorney/legal

    The Trust Officer directs and coordinates activities relating to creating and administering trust accounts in accordance with terms creating trust, investment agency, wills, and estate accounts.

    Manages accounts for which the financial institution acts as the trustee, investment manager, guardian, agent, and as personal representative. Understands and completes job responsibilities in accordance with federal and state compliance regulations.

    Essential Functions:
    Administers Trust Department Accounts 70%
    Meets with and prepares written communication to owners/beneficiaries to review client accounts
    Reviews account transactions, directs disbursements, allocates income, prepares monthly account reviews
    Prepares and presents accountings for foundation accounts and court accounts as required
    Sets and monitors investment allocations/investment objectives
    Provides communication and validation of investment goals/objectives with clients
    Oversees preparation of annual distribution reports for Trust IRA clients
    Oversees proper notification is prepared and sent to clients and beneficiaries of Insurance Trusts
    Confers with vendors, accountants, and attorneys 10%

    Nurture, maintain and enhance current relationships with CPAs and Attorneys in the local surroundings for current Clients and possible future business.

    Reviews fiduciary tax returns, individual tax returns and client information
    Works closely with SEI staff for support/training of Trust System Software and provides training to Trust staff
    Additional Duties and Responsibilities 20%
    Oversees Trust Administration Committee (TAC) and Trust Committee of the Board (TCB) meeting preparation
    Acts as Secretary for Trust Committee of the Board (TCB)
    Serves on bank committees as needed
    Participates in internal and external training and development opportunities as required

    Education & Experience

    Four-year college degree in accounting, finance, business or equivalent desired. Three years personal trust administration experience preferred.

    Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information.

    Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills (add, subtract, multiply, divide, fractions, percentages, decimals); legible handwriting.

    Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and technical research skills.

    Must be a self-starter and independent thinker and meet goals as outlined by Vice President Trust Manager.
    About

    Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with clients and co-workers. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required. Regular use of telephone. Regular use of keyboard for approximately 6 hours per day. Receive and provide detailed information through verbal communication. Requires near, mid-range, and far vision; field of vision. Will alternate sitting, standing, and walking throughout work shift. Bend, turn, lift and carry up to 20 pounds in documents and office supplies. Climbs stairs. Hours of work are generally during regular business hours and average at least 40-45 hours a week. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns.

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