Trust Sales/Support Assistant

Citizens National Bank•Meridian, MS

1d•Onsite

About The Position

The Trust Sales/Support Assistant is responsible for departmental Board Governance in addition to client service and sales support of Trust Administrators and Portfolio Managers.

Requirements

High School Graduate or GED.
Effective time management and organizational skills.
Effective interpersonal skills.
Excellent computer skills, proficient in Microsoft Excel, Word and Power Point.
Strong verbal and written communication skills.
Must be able to work alone or in a team environment.
Ability to manage confidential information.
Proven ability to read, interpret a variety of documents and reports, including statistical information.
Must have a professional appearance and manner.

Nice To Haves

Post High School education or 2 years of related experience.
Experience in the banking industry.
Experience in Accounting or Bookkeeping.

Responsibilities

Board Governance and Departmental Responsibilities
Responsible for preparation of monthly Oversight and Directors board materials
Assist with Audit preparation gathering requested data and report generation
Monitor daily balancing of Trust Accounting System and reconcilement of general ledger and custody accounts
Upload/Download files for performance calculations, OFAC screening and securities corporate actions
Client Service
Prepare client and prospect presentations / proposals
Create and prepare reports for institutional client board meetings
Manage client correspondence
Prepare, organize and retain client account documents including opening and closing accounts
Process distributions and establish recurring transactions
Coordinate transfer of assets
Monitor and process client IRS Required Minimum Distributions for clients
Prepare, compile and maintain client account information for annual tax reporting
Responsible for client account tax payments
Client relations marketing gifts and department supplies
Support Trust Administrators/ Portfolio Managers as necessary
Administration
Answer telephone calls
Process and manage mail
Schedule appointments
Serve as backup for Trust Operations Specialist