Trust Officer - Owensboro, KY
On-siteOwensboro, Kentucky, United States
Job Summary
Manage contributions for clients and disburse funds as directed, while maintaining all administrative activities for assigned trust, IRA, and estate accounts. Process distribution requests, incoming bills, wires, and tax payments, ensuring proper coding and compliance with federal and state regulations. Develop solutions to meet client needs and maintain relationships with attorneys, CPAs, and partners. Support business development to retain existing business and attract new clients. Supervise administrative assistants in trust administration duties. Occasional travel to meet clients; mandatory five-day vacation required.
Required Qualifications
- High School or GED
- 2 years of financial management, accounting, or legal experience
Desired Qualifications
- Bachelors Degree
- Degree in finance, business, economics, accounting, or related field
- Customer service skills
- Interpersonal skills
- Oral and written communication skills
- Detail oriented
- Analytical thinking and decision-making skills
- Computer skills
- Ability to multi-task
- Ability to meet deadlines
- Occasional travel to meet with clients and/or close loans
- Mandatory Vacation: Position requires incumbents to be off work for a minimum of five consecutive business days
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