TSS Support Specialist

• Provide full-range administrative and operational support to the Wealth Management Group
• Prepare and process correspondence, bills, tax payments, account maintenance, fee processing, account openings and closings
• Maintain administrative logs and perform daily balancing
• Ensure estimated and balance-due tax payments are made accurately and on time
• Upload tax information to applicable tax authorities and web-based platforms
• Process fees, free receipts, and deliveries
• Post transactions to the Trust Accounting System
• Create and distribute reports and letters
• Update spreadsheets, review transfer paperwork, and adjust cost basis
• Perform daily balance with the trust accounting vendor
• Process cash disbursements from Trust Accounts to escrow accounts
• Review charitable trust tax deposits on EFTPS and perform other tax-related duties
• Provide customer service to internal and external customers
• Inventory the vault quarterly and ensure items are documented for audit
• Perform other assigned duties

• Associate's Degree in Business Administration or equivalent education and experience
• Minimum of 4 years of experience in trust, banking, paralegal, accounting, brokerage, or insurance environments
• Experience in securities and/or trust administration preferred
• Proficient PC skills in a Windows environment, including Word and Excel
• Strong written and verbal communication skills
• Understanding of securities movement and control in the trust and brokerage industry
• Excellent organizational and customer service skills
• Ability to work flexible schedules and rotate to various departmental positions as needed
• Working knowledge of database and accounting software, including setting up, analyzing, and interpreting report data
• Understanding of Trust Accounting Systems
• Strategic thinking and ability to support NBT Financial Group growth
• Effective communication with internal and external customers
• Ability to move objects weighing up to 10 lbs
• Must be authorized to work for any employer in the United States; visa sponsorship is unavailable

Demonstrates expertise in Trust Accounting Systems and securities movement, providing comprehensive administrative support within the Wealth Management Group. Proficient in financial processes, customer service, and effective communication with internal and external stakeholders.

• Trust Accounting Systems
• Securities Movement
• Customer Service
• Organizational Skills
• PC Proficiency in Windows, Word, and Excel

• Trust Administration
• Financial Reporting
• Tax Payment Processing
• Account Maintenance
• Data Analysis
• Fee Processing
• Transaction Posting
• Spreadsheet Management
• Cash Disbursement Processing
• EFTPS Tax Deposits

• Strong Written Communication
• Strong Verbal Communication
• Excellent Organizational Skills
• Strategic Thinking
• Flexibility

• Associate's Degree in Business Administration

• Wealth Management
• Trust Accounting
• Banking
• Securities
• Brokerage
• Insurance
• Paralegal

• Windows Environment
• Microsoft Word
• Microsoft Excel
• Database Software
• Accounting Software