Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Position Summary: The Trust Operations QC/Reconciliation Assistant completes daily reviews of various Wealth Management transactions. This professional is responsible for review and reconciliation of the trust checking account and check activity as well as performing reviews of critical operational processing. This person will possess strong organizational and communication skills and have the ability to meet strict deadlines.
Essential Functions:
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Sedentary work, occasional lifting and/or carrying up to 20 pounds.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled
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