TSS Support Specialist
Listed on 2026-08-06
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Finance & Banking
Accounting & Finance, Financial Compliance -
Accounting
Accounting & Finance, Financial Compliance
Pay Range: $21.66 - $28.87 Provide a full range of support to the Wealth Management Group. Responsible for preparing and processing correspondence, bills, and tax payments. Maintenance of administrative logs, account maintenance, daily balancing, fee processing, account opening and closings. Responsible for ensuring all estimated and balance due tax payments are made timely and accurately, as well as uploading of tax information to respective tax authorities.
Education and Experience:Associates 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
Skills and Abilities:Proficient PC skills in a Windows environment, including Word and Excel. Strong written and verbal communication skills. Requires an understanding of securities movement and control unique to the trust and brokerage industry. Excellent organizational and customer service 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 setup plus analyze and interpret report data.
Understanding of Trust Accounting Systems. Must be a strategic thinker and able to support the growth of the NBT Financial Group.
- 35% Process fees, free receipts and deliveries. Post transactions to the Trust Accounting System. Create and distribute various reports and letters.
- 25% Update spreadsheets, review transfer paperwork, adjust cost basis. Perform daily balance with trust accounting vendor; open and close accounts.
- 20% Process disbursement of cash from Trust Accounts to escrow account. Upload tax information files to web based platforms, review charitable trust tax deposits on EFTPS. Perform any other tax related duties as assigned.
- 10% Provide excellent customer service and exhibit professional telephone and communication skills when interacting with both internal and external customers.
- 5% Inventory Vault on a quarterly basis to ensure all items are properly documented, as required by audit.
- 5% All other duties as assigned
Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs
Why Work at NBTAt 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.
WellbeingAt 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.
Community InvolvementNBT 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.
CultureNBT 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.
Career DevelopmentWhether 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.
Total RewardsNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business StabilityNBT 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.
Benefits for Full-Time Employees:- 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…
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