TSS Investment Support Specialist

Pay Range: $19.69 - $26.24

Serves as back‑up to the Investment Operations functions, including preparation of manual trade advices for calls, tenders and maturities. Also serves as back‑up to the TSS Team Leader. Responsible for bill paying on behalf of clients, account maintenance, as well as opening and closing all trust accounts. Provides a full range of support to the Financial Group.

• Associate’s Degree in Business Administration or equivalent education and experience. A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment. Experience in the securities and/or trust administration area preferred.

• Excellent organizational and customer service skills.
• Proficient PC skills in a Windows environment, including Word and Excel.
• Strong written and verbal communication skills.
• Ability to work flexible schedules rotating to various positions within the department as necessary.
• Working knowledge of database and accounting software, with ability to set up plus analyze and interpret report data.
• Understanding of Trust Accounting Systems.
• Requires an understanding of securities movement and control unique to the trust and brokerage industry.
• Must be a strategic thinker and able to support the growth of the NBT Financial Group.

• 25% Serve as primary back‑up to the Trust Investment Support Specialist including preparation of manual trade advices for calls, tenders and maturities for several insurance companies accounts.
• 20% Process fees, savings bonds, free receipts and deliveries. Post transactions to the Trust System. Create and distribute various reports and letters.
• 15% Respond to internal and external customer inquiries.
• 15% Review and set‑up accounts on system. Close accounts. Create document file when all file information is complete.
• 10% Process account maintenance, create ticklers, deposit checks and back‑up Team leader.
• 5% Inventory Vault on a quarterly basis to ensure all items are properly documented as required by audit.
• 5% Open, sort and distribute all mail for the department.
• 5% Any other duties as directed or assigned.

• Communicate effectively with internal and/or external customers.
• Stationary 75% of time or greater.
• Move objects to maximum 10 lbs.

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

At NBT, we value and support your wellbeing by offering generous time‑off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance‑based incentives – ensuring you feel valued every step of the way.

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We’ve weathered the market’s ups and downs for over 165 years, all while charting a well‑defined growth plan.

• Generous Paid Time Off:
  At least 22 days annually, prorated in the year of hire.
• Parental Leave:
  Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage:
  Includes employer contributions to HSA for High Deductible Health…