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Central National Bank · 1 week ago

Trust Operations Specialist (Full-Time)

Junction City, KS

Full-time

Onsite

Entry Level

1+ years exp

Central National Bank is a leading institution making an impact within the communities it serves, and they are seeking a Trust Operations Specialist to join their team. This role provides operations support to Trust Officers and the Trust Administrative Supervisor, assisting in account origination, reconciliation, and customer service for Trust and Brokerage operations.

BankingFinancial ServicesLending

Responsibilities

Provide support to the Business Development Officers for both trust and brokerage, Branch Compliance Officer and Trust Administrative Supervisor(s)

Assist in the account origination process for trust and brokerage accounts

Document client contact and/or attempts in the appropriate contact management system

Reconcile Mutual Funds, GL and bank accounts

Responsible for posting receipts, including interest and dividend processing

Process all necessary paperwork on successful sales within the Trust or Brokerage division including making deposits into wire accounts, processing paperwork for ACH transfers, systematic investments, withdrawals, cancellations and surrenders

Provide services to customers for enhances online access for Trust & Brokerage

Prepare and send approved sales, servicing and regulatory disclosures to the appropriate parties

Provide support in all areas of Trust Operations including scanning, filing, and data input

Coordinate sales materials with BDO's when sales opportunities present themselves

Prepare and deliver various marketing materials including but not limited to client mailings, department marketing e-mails, monthly newsletters, birthday cards, performance reports and sales literature, etc

Comply with all the rules, regulations and polices of the bank, its affiliates, broker dealers, all state and federal securities regulatory organizations

Other responsibilities as assigned by management