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Trust Assistant I ( Ithaca, NY or Syracuse, NY Location)

Description

This position is responsible for assisting Trust Officers with all aspects of trust administration including, new account opening, investment and account review process, discretionary distributions, bill payment, request for checks, transaction activity, marketing and client support.  Provide exceptional service to clients in adherence to Company standards, follows policies and procedures to ensure compliance with Company and regulatory requirements.

Responsibilities:

  • Perform Customer Service related tasks including but not limited to:
    • New account set-up.
    • Closing of accounts.
    • Deposits/Disbursements.
    • Account status changes.
  • Support officers as follows:
    • Prepare portfolio reviews and recommendations for rebalancing.
    • Prepare proposals, presentations, and correspondence.
    • Review daily cash reports.
    • Process Discretionary Distributions from Trusts.
    • Process Bill Payments.
    • Process and analyze incoming funds in accordance with account agreements and established procedures.
    • Respond to and interpret requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
    • Scan and organize reports, correspondence, forms, reports, and other client and department information
    • Meet with clients as needed
    • Review, evaluate and monitor accounts as follows:
      • Verify that investments are of fiduciary quality and within departmental guidelines.
      • Monitor accounts for over concentration of assets.
      • Follow up on account reviews to ensure proper documentation
      • Assist in the Administration of Estates and Trusts:
        • Execute Estate timeline procedures.
        • Work with accountants, attorneys, and beneficiaries when necessary.
        • Responsible for vault reviews, Real Estate insurance reviews, Life Insurance reviews.
  • All other duties as assigned.

Core Business Development/Career Pathway Focus:

  • Continue development within established learning program curriculum for one of the TFA core functions, as determined in conjunction with management:
    • Wealth/Financial Advisory
    • Financial Planning
    • Trust Services
    • Operations/Support
    • Investment/Trading

Qualifications:

  • High School Diploma or GED.  Some college preferred.
  • Minimum of two (2) years' of applicable experience.

Please note: In order to be considered for this Position, you are required to take the Predictive Index Assessment. Please click on the following link to take the assessment, it will take approximately ten (10) minutes to complete: https://assessment.predictiveindex.com/bo/IDZ/TFA

Equal Employment Opportunity/Affirmative Action Employer Tompkins Financial Corporation is committed to the hiring, advancement and fair treatment of all individuals without regard to race, color, creed, religion, age, sex, national origin, disability, veteran status, marital status, family status, gender identity or expression, sexual orientation, and genetic information, or any other protected status in accordance with applicable federal and state laws.

Posted
09/17/2021
Location
Ithaca, NY 14850, US