Asset Management Trust Specialist I

Summary:
This person provides administrative support to Trust Administration.
Essential Duties and Responsibilities included but not limited to the following:
* Process all incoming mail as appropriate. Prepare documentation for officer review.
* Compose and type routine correspondence.
* Organizes filing and coordinates with file clerk to keep filing current and accurate.
* Answers and screens incoming telephone calls always maintaining a helpful pleasant attitude.
Communicates with client regarding requests for funds and other administrative information.
* Assists officer with the tax preparation process, including many follow up inquiries and the
coordination of materials with the tax preparer, and payment of taxes.
* Interacts with attorneys and other professional service providers as requested by officers.
* Coordinates payment of invoices and other discretionary disbursement requests.
* Performs other duties and special projects as assigned. They may include clearing audit
exceptions, monitoring recurring disbursement schedules and sending requests for
documentation to the client, administrative/asset/DRW reviews.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required.

Education/Experience:
* High school diploma or general education degree (GED).
* Minimum of three years experience, preferably in a trust department or financial institution.
Skills:
* Effective communication and interpersonal skills
* Effective organizational skills
* Ability to read and comprehend instructions, short correspondence and memos.
* Ability to effectively present information in one-on-one and small group situations to clients
and other employees of the organization.
* Ability to deal with problems involving a few concrete variables in standardized situation.
* Computer skills to include Trust Accounting System Preferred, database software, e-mail,
internet software, spreadsheets and word-processing