Trust Assistant

Classification

Full-Time, Non-Exempt, In-person position

8:00 am to 5:00 pm Monday through Friday

Headquarters

3035 SW Topeka Blvd., Topeka, KS 66611

The Trust Assistant supports the Trust Officer in the management of Trust Department client accounts. In collaboration with the Trust Officer, the Assistant is responsible for providing personal and professional service to the client. The Trust Assistant establishes a relationship with Trust clients with Personal Trust Accounts (Living and Testimony), Agency Accounts (Custody and Investment Management, Estates, and Conservatorships) as well as familiarity with the Bank’s policies and procedures.

The Assistant contributes to the development and retention of client relationships by providing consistently high-quality customer service.

Serves as intermediary between client and Trust Officers on a daily basis by meeting with Officer regarding prior day activities and current items. Interfaces with customers in person and by phone.

• Prepares new account folders
• Establishes tax cost basis of assets transferred to new trust/IM accounts
• Oversees new account setup documentation

• Reviewing, approving, and responding to mail and bills presented for payment
• Collecting, organizing, and tracking all tax information for review by Trust Officer

• Maintains payroll records for all caregivers used by Trust clients which includes processing checks, withholding tax information, and working with accounting firm for reporting
• Coordinates and oversees the sale and/or shipping of all personal property, appraisals of jewelry/coins/property, and moves to new residence for Trust clients

• Prepares Date of Death and 6-month Alternate Date of Death Valuations
• Assists with any other tasks finalizing the client’s estate

• Maintains orderly, current files and retrieves files/researches information for Trust Officer as needed
• Types reports, documents, and other correspondence
• Assists customers and answering external and internal calls to the Trust Department

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requires Administrative Assistant Experience

High school diploma or equivalent required

• Must be able to apply computing skills to solve problems
• Ability to plan, organize, and prioritize work, in order to meet deadlines and maximize efficiency and profitability
• Must be attentive to detail and a self-starter
• Ability to recognize there is a problem, when something is wrong or likely to go wrong and determining the most effective way to solve the problem
• Must have effective verbal and written communication skills including advanced spelling, punctuation, and grammar skills

Adherence to Core First Values;
Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.

• Intermediate 10-key, data entry, and typing skills
• Intermediate ability with Microsoft Word and Excel

• Microsoft Access, Microsoft PowerPoint, and Adobe
• Must be able to select and use appropriate technology to accomplish a given task, and determine how to make the best use of existing hardware and software

A significant level of trust and diplomacy is required, in addition to courtesy and tact. Work involves extensive personal contact with others and may be of a personal or sensitive nature when working through escalations. Must be able to empathize with others and foster sound relationships.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions…