Job DetailsJob Location Corporate Headquarters - Omaha, NE Position Type Full Time DescriptionCompany Overview Core Bank is an accomplished Community Bank located in the Greater Omaha, NE, Kansas City, KS, and Mesa, AZ areas. We are not a mere collection of buildings or a place just to work or manage money; we are a community of friends, neighbors and partners in making life just a little bit better. Our culture - what we call our Recipe for Awesome - creates an environment that's a great place to bank - and a great place to work. It ensures we grow together, learn together, and have fun doing it. At Core Bank, our Purpose is to Build Better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com. Summary of Position Purpose To support the success of the Wealth Services team, the Wealth Services Associate performs a variety of administrative trust and investment functions, including file preparation and maintenance, posting transactions, reporting, and research. The Wealth Services Associate is also responsible for providing an excellent customer experience when answering calls, responding to emails, and confirming appointments. The Wealth Services Associate's responsibilities include:
Under the Trust Operations Manager and Trust Officer's supervision, train in the substantive and technical aspects of the proper operation and administration of trusts. Support the Department in trust account file preparation, review and maintenance, as well as daily and monthly operations matters. Accurate, efficient, and thorough trust administration, including cash needs management, processing receipts and disbursements, account compliance with regulations, and coordination with operations and internal and external stakeholders. Accurately Interprets trust instruments and other legal documents. Complete preliminary work related to account open and close matters. Accurately assist with the investment related documentation, reporting, research. Many of these activities are prepared daily, monthly, and quarterly. Sensitivity to deadlines for preparing investment related materials periodically is essential. Accurately post transactions for accounts, transaction entries, monthly account and securities reconciliations and verification of assets. Interface, as needed, with the operations outsourcing company as well as investment firms engaged by the Department. Sensitivity to deadlines for posting transactions and month end reporting is critical. Provides excellent customer service during customer interaction including but not limited to answering phone calls, responding to emails, and confirming appointments. Act as a back-up to the Trust Operations Manager to provide daily operations, month-end balancing and account reconciliation. Assist with additional daily and monthly operational tasks as needed. Ongoing training and development required. Participate in internal and external training regarding developments in law and related matters involving trust administration. Proactively looks for ways to improve processes, procedures, and customer experience. Regular attendance is required. Other activities, duties or responsibilities that are required of the employee may be assigned. QualificationsEducation and Experience
- Bachelor's degree preferred equivalent work experience
- 2 - 5 years of trust or wealth management administration or equivalent work experience
- FIS Trust Desk experience preferred
Required Skills, Abilities, Knowledge
- Alignment with Core Bank's Purpose and Values
- Advanced proficiency in Microsoft Excel required in addition to intermediate proficiency in the remaining Microsoft Office suite applications
- Technical aptitude, incluing the ability to learn and gain proficiency in the trust accounting system
- Excellent customer services skills
- Superior written and oral communication skills
- Excellent attention to detail
- Ability to multi-task and manage competing priorities
Core Bank is an equal opportunity employer and prohibits discrimination and harassment of any type for all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local laws.