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First National Bank · 3 days ago

Trust Administrator

Cheyenne, WY

Full-time

Onsite

Entry, Mid Level

First National Bank is a family-owned bank committed to providing exceptional service and innovative banking solutions. The Trust Administrator role involves administering personal trusts and estates while supporting trust officers, ensuring compliance with department practices.

BankingFinanceFinancial Services

Responsibilities

Maintains knowledge of and follow all department practices and procedures

Maintains knowledge of all key areas of department functions to include:

Analyzing and interpreting, with the aid of counsel when appropriate, legal documents to determine the duties and responsibilities of the Bank as a fiduciary

Maintain control over the set-up of new accounts, involving frequency and amount of payments, tax liabilities, settlement, and disbursements

Organize and compile all relevant trust account information for administrators and officers for accounts undermanagement

Complete all account reviews in a thorough, analytical, and timely manner

Determine proper action to follow for a variety of matters relative to normal administrative functions

Review and approve court accountings and statements to customers

Insure that fees are calculated properly and taken when due on all administered accounts

Commitment to continuing education and mastery of essential job-related responsibilities

Maintains strong working relationships with a variety of outside service providers as it relates to job functions

Maintains confidence without compromising trust principles or the position of the company as fiduciary, when dealing with principals, beneficiaries, or others

Confers with current and prospective customers to explain the features and benefits of trusts

Works closely with principals, beneficiaries, and others in discussing and resolving their problems as they relate to trust. Refer any problems that exceed your authority to the supervisor

Communicates ALL department concerns to the supervisor as they arise

Works closely with department management to actively solicit new trust business

Actively participates in the cross training of additional staff as assigned, in order to provide coverage in the event of department absence

Engages in continuous learning and skill development to drive career growth and expand responsibilities across the Company footprint

Performs other duties as assigned