GreenState Credit UnionTrust AdministratorUS-IA-CliveJob ID: 2024-3770Type: Regular Full-Time# of Openings: 1Category: GreenState TrustGreenState Credit UnionOverviewPOSITION SUMMARY:Assists all Senior/Trust Officers in managing and administering investment management accounts, trusts, conservatorships, estates, financial plans, and other approved products/services by performing the following duties. GREENSTATE CULTURE:At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $29.17 - $39.00/hr with a progressive benefits package. Position Details:Ideally, this person will work from one of our branches located in Iowa City, IA or Des Moines, IA. ResponsibilitiesPerforms essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.Demonstrates a positive member service (internal and external) focus at all times.Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.Ensures confidentiality of member information.Supports a diverse and inclusive work environment.Supports all Senior/Trust Officers in the internal administration of accounts in order to ensure timely and accurate financial and regulatory reporting as required by the controlling document, applicable laws, internal policies, and procedures.Locates and places funds, securities and other assets into Trust Services accounts.Executes disbursement of funds under the guidance of all Senior/Trust Officers.Prepares and gathers appropriate discretionary distribution documents under the guidance of all Senior/Trust Officers.Performs account maintenance in trust accounting system.Assists with opening and closing accounts.Complete and monitor bill pay services for members.Communicates with Operations as required to resolve intermediate problems associated with account administration.Organizes and maintains the customer filing system and ensures accuracy for compliance exams and audits.Maintains the Client Call Log.Answers phones and provides phone backup for all Senior/Trust Officers and other department officials.Prepares sales presentations and coordinates marketing activities for the department.Communicates with clients and their agents relative to minor/intermediate account issues.Supports all Senior/Trust Officers with proposals, quarterly client review presentations, and annual administrative account reviews.Complies with Trust rules and regulations.QualificationsAssociate degree, plus two to four years of experience in Private Banking, Wealth Management account administration, the financial service industry, or equivalent combination of education and experience.Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.Ability to write reports, business correspondence, and procedure manuals.Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.Ability to effectively work internally across business lines and externally across organizations in a team environment to provide products and services for members.Proficient in Microsoft Office, Excel, and other PC based software applications.Reporting RelationshipReports to the Senior Vice President/Wealth Management.Supervisory ResponsibilitiesThis position is not responsible for the supervision of other employees.Equal Opportunity Employment StatementGreenState Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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