Stock Yards Bank & Trust ยท 2 weeks ago
Trust Support Services Associate
Springdale, 4441 Springdale Rd, Louisville, Kentucky, United States of America
Full-time
Onsite
New Grad, Entry LevelStock Yards Bank & Trust is a financial institution focused on providing quality banking services. The Trust Support Services Associate will assist in the completion and delivery of processes for the Wealth Management & Trust Support Services Team, emphasizing customer service and accuracy in cash handling.
Responsibilities
Responsible for document management processes including but not limited to:
Check incoming paperwork (original trust documents, original estate planning documents, etc.) and scanning/filing of the same
Monitor scanning and document queues
Create or update records with new files and information
Ship and retrieve closed documents to/from offsite storage vendor
Follow policies and confidentiality dictations to safeguard data and information
Duties that support the Support Services Team including but not limited to:
Process incoming receipts, i.e. tax refunds, real estate income, income on miscellaneous assets, ILIT contributions
Process outgoing remittances, i.e. amounts due for balance due/estimated taxes, real estate taxes, insurance premiums
Provide tax information to WM&T staff as requested
Prepare tax returns/payments due for mailing
Perform maintenance to data on trust accounting platform
Other duties and projects as assigned
Provide office coverage and support in emergency situations
Qualification
Required
High School Diploma or GED Equivalent
Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Self-motivated and dependable
Ability to learn trust system and new technology
Professional communication skills, both written and verbal
Professional grammar, spelling and business writing skills
Ability to prioritize and organize work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be detail oriented
Professional appearance and demeanor
Preferred
BA/BS preferred
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Company
Stock Yards Bank & Trust
Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company.
Founded in 1904
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James "Ja" Hillebrand
CEO
Connie Grivois
Executive Assistant to the Chairman and CEO
Recent News
2023-11-21
Company data provided by crunchbase