Trust Associate Job at The State Bank of Geneva
The State Bank of Geneva 22 S. 4th St., Geneva, IL 60134 PH: (630) 232-3200 Fax: (630) 232-0261
Trust Associate
The Trust and Wealth Department at The State Bank of Geneva, a community bank, is looking for a Trust Associate and Administrator. We are seeking an individual that has a strong work ethic, self-motivated, detail orientated, a team player and possesses excellent customer service and communication skills.
Essential Functions and Responsibilities:
Interface Trust Accounting System
Perform duties for Trust Operations which includes preparation of daily account transactions, including bill payments, cash and wire transfers and ACH disbursements.
Initiate security transactions includes purchase and sale of account assets.
Generate and post monthly and quarterly fees and account statements.
Trust Administration includes opening and closing accounts, transfers of assets, answering calls from clients, interface with Trust Officers regarding client needs and provide backup support for Trust Officers and Trust Administrators as other functions provided by management.
Basic Qualifications:
Superior attention to detail.
Accounts payable/receivable experience.
Strong mathematical skills.
Basic knowledge of trust administration, estate planning and income/estate tax matters.
Experience working for a fiduciary with trust expertise, financial advisor, or estate planning professional.
Excellent written and oral business communication skills.
Office administration and clerical skills.
Strong Microsoft Office (Excel and Word) and QuickBooks skills.
Requirements and Qualifications:
Education Training: Associates degree in business, economics, accounting, finance or related equivalent professional experience.
How to Apply:
Mail resume to: The State Bank of Geneva 22 S 4th St Geneva, IL 60134 Attn: HR
The State Bank of Geneva is an equal opportunity employer. Nothing in this job posting guarantees employment.
Job Type: Full-time
Pay: $42,500.00 - $50,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Ability to commute/relocate:
- Geneva, IL 60134: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location
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