Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
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POSITION SUMMARY: Under the general supervision of the BSA Officer, this position will be responsible for the daily BSA Administrator functions. This will include conducting investigations on any suspicious activity, utilizing the Yellow Hammer BSA anti-money laundering software and working closely with the Compliance Department to ensure the bank is following current rules and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
MINIMUM EDUCATION AND EXPERIENCE:
MINIMUM SKILLS AND ABILITIES:
BENEFITS:
COMPLIANCE: The employee has the responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies and those regulations and policies inherent to position requirements.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT: Typical office environment.
CONFIDENTIALITY: Confidential information concerning a customer, system, design, program or product unique to First Bank & Trust Company shall not be used for personal gain. Such information shall not be revealed to any person outside the Bank without the consent of the individual or organization involved or as otherwise permitted by law.
The statements on this job description are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Employees may perform other duties as assigned. In addition, all First Bank and Trust employees are expected to:
First Bank and Trust is an Equal Opportunity Employer EOE/AA/M/F/Disabled/Veteran