POSITION TITLE: Trust Operations Representative
Monday – Friday 8:00-5:00
DESCRIPTION OF POSITION: To perform all operational duties of the Trust department which includes: placing of stock and mutual fund trades and their settlement, opening and closing accounts, creating daily and monthly reports, trust record keeping, interacting with trust clients and attorneys, processing property exchanges and bill paying.
Provide operational support for Resource Investments. To actively promote the sale of all bank products and services to current and potential clients.
REQUIREMENTS: Strong commitment to customer service; attention to detail; some study beyond high school required, two to three years of qualifying financial services work experience required; para-legal coursework or experience a plus; PC experience; excellent verbal and written communication skills; and professional appearance and manner.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Education:
Experience:
- relevant: 3 years (Preferred)
Work Location: In person