Description
Perform complex processing, report generation, and reconcilements within the scope of designated area of Trust Services: Systems, Support, and/or Operations. Provide advanced-level support to other areas of Wealth Management. Participate in and/or drive departmental projects as well as maintain departmental processes and procedures. Perform non-management back-up functions of the Section Coordinator as necessary / appropriate.
Essential Job Responsibilities
All
Processes or performs other Trust related functions which may include the following:
1. Perform complex processing and provide advanced support Trust Administration, Investments, and/ or Trust Management with minimal supervision
2. Participate in and/or coordinate departmental projects
3. Review, revise, and create procedures for processing area(s)
4. Serve as back-up to other staff and Section Coordinator as necessary
5. Maintain/develop procedures related to areas of responsibility.
6. Serve as primary resource for Section Coordinators
Bona Fide Occupational Qualifications
1. Associate's Degree or related experience required, Bachelor's Degree preferred.
2. Two or more years of in-department experience or three or more years experience in related field
3. Proficient computer skills with MS Word, Excel, and/or related software
4. Minimal travel may be required
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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