NBT Bank · 17 hours ago
TSS Investment Support Specialist
Norwich, New York
Full-time
Onsite
Mid Level
$19.69/hr - $26.24/hr
4+ years expNBT Bank is a stable financial institution that empowers its employees to grow and innovate. The TSS Investment Support Specialist will serve as a back-up to the Investment Operations functions and provide a full range of support to the Financial Group, including account maintenance and preparation of trade advices.
BankingFinancial Services
No H1B
Responsibilities
Serve as primary back-up to the Trust Investment Support Specialist including preparation of manual trade advices for calls, tenders and maturities for several insurance companies accounts
Process fees, savings bonds, free receipts and deliveries. Post transactions to the Trust System. Create and distribute various reports and letters
Respond to internal and external customer inquiries
Review and set-up accounts on system. Close accounts. Create document file when all file information is complete
Process account maintenance, create ticklers, deposit checks and back-up Team leader
Inventory Vault on a quarterly basis to ensure all items are properly documented as required by audit
Open, sort and distribute all mail for the department
Any other duties as directed or assigned
Qualification
Required
Associates Degree in Business Administration or equivalent education and experience
A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment
Excellent organizational and customer service skills
Proficient PC skills in a Windows environment, including Word and Excel
Strong written and verbal communication skills
Ability to work flexible schedules rotating to various positions within the department as necessary
Working knowledge of database and accounting software, with ability to setup plus analyze and interpret report data
Understanding of Trust Accounting Systems
Requires an understanding of securities movement and control unique to the trust and brokerage industry
Must be a strategic thinker and able to support the growth of the NBT Financial Group
Preferred
Experience in the securities and/or trust administration area preferred
Benefits
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
Recent News
Rochester Business Journal
2026-02-04
Hartford Business Journal
2026-01-14
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase