Trust Processor I

Job ID: 26-24759 Pay Range: $38 - $40/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities: Provides administrative Trust support to Trust Specialists and Lead Trust Specialist. Scans, files, documents incoming correspondence as well as prepare outbound mailings. Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations. Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners. Adheres to all service level agreements and timeframes. Validates that all policy, procedural, standards, and regulatory requirements are adhered to. Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team. Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed. Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts. Responsible for the accuracy of transactions either initiated by the client or business partners.

Note: (Remote with traveling to Sioux City, Iowa, a few times each month)