Stock Yards Bank & Trust · 10 hours ago
Trust Client Services Associate
Louisville, KY
Part-time
Onsite
New Grad, Entry LevelStock Yards Bank & Trust is a financial institution with multiple locations in Kentucky and Indiana. They are seeking a Trust Client Services Associate to assist Trust Wealth Advisors and clients with account relationship activities and business operations, ensuring compliance and effective communication.
Responsibilities
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures
Supports all functions that maintain compliance with regulatory agencies
Effectively communicate with internal and external clients, verbally and in writing
Draft client communications with guidance from Advisor
Prepare presentations for existing clients
Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues
Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
Maintain service standard activities, COI activities, and other required calling activities
Provide office coverage and support in emergency situations
Perform other duties as assigned
Qualification
Required
High School Diploma or GED Equivalent
Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Self-motivated and dependable
Ability to learn trust system and new technology
Independent decision making ability within limits set by the Wealth Management & Trust Department
Professional communication skills, both written and verbal, with all levels of personnel and clients
Professional grammar, spelling and business writing skills
Ability to develop and implement problem solving skills
Ability to prioritize and organize work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be detail oriented
Professional appearance and demeanor
Preferred
BA/BS
Knowledge of investment, fiduciary, and estate planning concepts
Work experience in a trust department or related field
Benefits
401(K) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer/Disease insurance
Accident insurance
Flexible Spending Accounts
Flexible Savings Accounts
Health Savings Accounts
Bank paid Life/AD&D insurance
Voluntary Life/AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Company
Stock Yards Bank & Trust
Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company.
Founded in 1904
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James "Ja" Hillebrand
CEO
Connie Grivois
Executive Assistant to the Chairman and CEO
Recent News
2023-11-21
Company data provided by crunchbase