Trust Assistant

Trust Assistant

Topeka, KS

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

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

Location:

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 Testamentary), 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.

Essential Functions & Responsibilities:

• Serves as intermediary between client and Trust Officers on a daily basis by meeting with the Officer regarding prior day activities and current items; interfaces with customers in person and by phone.
• Coordinates new account set‑up: prepares new account folders; establishes tax cost basis of assets transferred to new trust/IM accounts; oversees new account setup documentation.
• Organizes and oversees existing trusts as assigned including reviewing, approving, and responding to mail and bills presented for payment.
• Collects, organizes, and tracks all tax information for review by the Trust Officer.
• Coordinates life needs for current clients: maintains payroll records for all caregivers used by Trust clients, which includes processing checks, withholding tax information, and working with the accounting firm for reporting.
• Coordinates and oversees the sale and/or shipping of all personal property, appraisals of jewelry/coins/property, and moves to a new residence for Trust clients.
• Assists Trust Officer upon the death of a client: prepares Date of Death and 6‑month Alternate Date of Death valuations; assists with any other tasks finalizing the client’s estate.
• Administrative responsibilities: maintains orderly, current files and retrieves files/researches information for the Trust Officer as needed; types reports, documents, and other correspondence; assists customers and answers 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.

Experience: Requires Administrative Assistant Experience

Education: High school diploma or equivalent required

Skills & Abilities:

• 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 when a problem may arise and determine the most effective way to solve the problem.
• Must have effective verbal and written communication skills, including advanced spelling, punctuation, and grammar skills.

Competencies: 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.