TH Chamber Job Board Sponsor - Brampton Brick

Trust Operations Associate

Posted: 07/19/2022

First Financial Bank

Job Description

 

Job Title:

Trust Operations Associate

 

Status:

Full-Time

 

Reports To:

Trust Operations Manager

 

Summary

To help facilitate daily compliance, mid-office and operational tasks

 

Job Entry Requirements

(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.)

 

-     High school diploma or equivalent

  • Associates degree preferred
  • Strong accounting and 10-key skills
  • Excellent written and verbal skills
  • Familiarity and understanding of tax reporting issues, laws, and consequences preferred, but not required
  • Computer proficient with familiarity with Microsoft word and Excel
  • Banking history and/or Trust background preferred, but not required

 

Primary Activities

(Essential duties and responsibilities include the following.  Other duties may be assigned.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

 

  • Create various forms, models and processes 
  • Facilitate trust administrators with account issues, research and various acct maintenance
  • Provide backup to various operations functions
  • Monitor workflows and assist with policies and procedures
  • Assist with tax reporting duties
  • Assist with trust accounting system conversion due diligence and planning
  • Assist with overflow of operations and mid-office duties
  • Assist with special projects
  • Perform other duties as assigned

 

Competency/Skill Level

(The behaviors, knowledge, and motivations important to success in the job.)

 

  • Oral Communication skills
  • Initiative
  • Customer Service Orientation
  • Problem Assessment and Solving skills
  • Teamwork
  • Practical Learning skills
  • Strict Attention to Detail/Organization skills
  • Ability to follow through and carry tasks to completion
  • Ability to Multi-Task
  • Ability to adapt to well to differing and complex situations
  • Ability to work under daily deadlines
  • Dependable work attendance

 

Key Behaviors

 

  • Provides Proper Telephone Etiquette to Internal/External Customers
  • Services Internal/External Customer Requests/Inquiries
  • Reviews Required Documentation for Accuracy and Completeness
  • Personal Development as Established with Manager

 

Bank Secrecy Act

 

  • Maintain sufficient knowledge and understanding of the Bank Secrecy Act, Anti-Money Laundering/Anti-Terrorist Financing/PATRIOT Act and OFAC regulations

To be able to fulfill applicable requirements and responsibilities under the bank’s related policies and programs.

 

Critical Job Elements

(Essential duties and responsibilities include the following.   Other duties may be assigned.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

 

  • Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors
  • Above average physical effort of hand and eye coordination, and dexterity of hand and fingers to work efficiently and accurately
  • Above average mental effort consisting of complexity of decision making, concentration and memory
  • Above average verbal and written communication skills in order to process customer’s transactions accurately
  • Generally good attitude and friendly demeanor towards both co-workers and customers