TSS Investment Support Specialist

NBT Bank•Norwich, NY

2d•$20 - $26

About The Position

Serves as back-up to the Investment Operations functions including preparation of manual trade advices for calls, tenders and maturities. Also serves as back-up to the TSS Team Leader. Responsible for bill paying on behalf of clients, account maintenance, as well as opening and closing all trust accounts. Provide a full range of support to the Financial Group. Education and Experience: Associates Degree in Business Administration or equivalent education and experience. A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment. Experience in the securities and/or trust administration area preferred Skills and Abilities: Excellent organizational and customer service skills. Proficient PC skills in a Windows environment, including Word and Excel. Strong written and verbal communication skills. Ability to work flexible schedules rotating to various positions within the department as necessary. Working knowledge of database and accounting software, with ability to setup plus analyze and interpret report data. Understanding of Trust Accounting Systems. Requires an understanding of securities movement and control unique to the trust and brokerage industry. Must be a strategic thinker and able to support the growth of the NBT Financial Group. Tasks Performed: 25% Serve as primary back-up to the Trust Investment Support Specialist including preparation of manual trade advices for calls, tenders and maturities for several insurance companies accounts 20% Process fees, savings bonds, free receipts and deliveries. Post transactions to the Trust System. Create and distribute various reports and letters 15% Respond to internal and external customer inquiries. 15% Review and set-up accounts on system. Close accounts. Create document file when all file information is complete. 10% Process account maintenance, create ticklers, deposit checks and back-up Team leader. 5% Inventory Vault on a quarterly basis to ensure all items are properly documented as required by audit 5% Open, sort and distribute all mail for the department 5% Any other duties as directed or assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Requirements

Associates Degree in Business Administration or equivalent education and experience.
A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment.
Excellent organizational and customer service skills.
Proficient PC skills in a Windows environment, including Word and Excel.
Strong written and verbal communication skills.
Ability to work flexible schedules rotating to various positions within the department as necessary.
Working knowledge of database and accounting software, with ability to setup plus analyze and interpret report data.
Understanding of Trust Accounting Systems.
Requires an understanding of securities movement and control unique to the trust and brokerage industry.
Must be a strategic thinker and able to support the growth of the NBT Financial Group.
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Nice To Haves

Experience in the securities and/or trust administration area preferred

Responsibilities

Serve as primary back-up to the Trust Investment Support Specialist including preparation of manual trade advices for calls, tenders and maturities for several insurance companies accounts
Process fees, savings bonds, free receipts and deliveries.
Post transactions to the Trust System.
Create and distribute various reports and letters
Respond to internal and external customer inquiries.
Review and set-up accounts on system.
Close accounts.
Create document file when all file information is complete.
Process account maintenance, create ticklers, deposit checks and back-up Team leader.
Inventory Vault on a quarterly basis to ensure all items are properly documented as required by audit
Open, sort and distribute all mail for the department
Any other duties as directed or assigned

Benefits

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Paid Sick and Safe Leave: For your health and safety.