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Pinnacle Bank · 1 day ago

TRUST OPERATIONS SPECIALIST

Omaha, NE

Full-time

Onsite

New Grad, Entry Level

Pinnacle Bank is a family-owned, community bank based in Nebraska, committed to building lasting relationships with customers and communities. They are seeking a Trust Operations Specialist to support trust personnel, manage trust accounts, and ensure accurate records and compliance with regulations.

BankingFinanceFinancial Services

Responsibilities

Works with trust accounting system to ensure maintenance of accurate records, efficient operations, good regulatory compliance and adequate controls

Answers questions from trust personnel

Research of records and follow up documentation

Supports set up and maintenance of client files on trust accounting system

Generates various reports for trust committee, management, and other trust personnel

Assist with file maintenance, reconciliations, balancing, input verification and other related tasks

Some travel required

Regular and reliable attendance

Performs other duties as assigned by manager

Qualification

Trust operations knowledgeTrust accounting systemBookkeeping principlesWord processing softwareSpreadsheet softwareTrust database knowledgeMulti-taskingProblem solvingCommunication skillsAttention to detailConfidentialityTime management

Required

Supports the trust personnel

Prepares reports for staff and client use

Supports the management of trust accounts which includes extensive use of trust accounting system

Works with trust accounting system to ensure maintenance of accurate records, efficient operations, good regulatory compliance and adequate controls

Answers questions from trust personnel

Research of records and follow up documentation

Supports set up and maintenance of client files on trust accounting system

Generates various reports for trust committee, management, and other trust personnel

Assist with file maintenance, reconciliations, balancing, input verification and other related tasks

Some travel required

Regular and reliable attendance

Performs other duties as assigned by manager

Knowledge of trust, trust operations, laws and regulations

Knowledge of word processing and spreadsheet software

Knowledge of bookkeeping and accounting principles

Skill in problem solving

Skill in communicating with management, customers, and co-workers in a courteous and professional manner

Ability to pay close attention to detail and work with a high degree of accuracy

Ability to maintain a high level of confidentiality

Ability to work within strict time constraints and handle multiple tasks simultaneously

Previous trust experience required

Seeing: 75-100%. Must be able to greet customers, read documents, use computer

Hearing: 75-100%. Must be able to communicate with customers and co-workers

Standing/Walking: 25-49%. Must be able to visit customer

Climbing/Stooping/Kneeling: 0-24%

Fingering/Grasping/Feeling: 50-74%. Must be able to use computer, write

Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects

Job involves sitting most of the time and walking and standing some of the time

Trust Operations experience required