Banking/Trust Associate jobs in United States
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Vaco by Highspring ยท 1 day ago

Banking/Trust Associate

Vaco by Highspring is a leading professional service company seeking to add a Banking/Trust Associate to their team. This role involves data entry for trust accounts, account setups, and providing support to account holders while ensuring compliance and proper documentation.

Staffing & Recruiting
Hiring Manager
Bob Iannone
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Responsibilities

Data Entry for Trust Accounts
Account Setups, Data Maintenance of Accounts, Account Reconciliations, Deposits, Etc
Ensure Proper Paperwork is recieved and is in compliance for Accounts
Process Claims for accounts
Sort and apply mail
Provide Account holders/customers with support
Draft Spreadshhets and memos as needed
Handle Mo-End Functions as it relates to Accounts/Accounting

Qualification

Retail Banking ExperienceExcel SkillsBachelors DegreeCommunication Skills

Required

Bachelors Degree highly preferred
Experience in retail banking
Good Communication Skills
Strong Excel Skills
Ability to be in the office 100%

Benefits

Bonus
Top tier retirement profit sharing plan

Company

Vaco by Highspring

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Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.

Funding

Current Stage
Late Stage
Company data provided by crunchbase