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About the Role

Provide a full range of support to the Wealth Management Group, including preparing and processing correspondence, bills, and tax payments. Responsibilities include administrative log maintenance, account management, daily balancing, fee processing, and handling account openings and closings. Ensure timely and accurate tax payments and upload tax information to relevant authorities.

Responsibilities

• Prepare and process correspondence, bills, and tax payments.
• Maintain administrative logs and perform account maintenance.
• Conduct daily balancing and process fees.
• Handle account opening and closing procedures.
• Ensure timely and accurate estimated and balance due tax payments.
• Upload tax information to respective tax authorities.
• Process fees, free receipts, and deliveries.
• Post transactions to the Trust Accounting System.
• Create and distribute various reports and letters.
• Update spreadsheets, review transfer paperwork, and adjust cost basis.
• Perform daily balance with trust accounting vendor.
• Open and close accounts.
• Process disbursement of cash from Trust Accounts to escrow account.
• Upload tax information files to web-based platforms.
• Review charitable trust tax deposits on EFTPS.
• Perform any other tax-related duties as assigned.
• Provide excellent customer service and professional communication skills.
• Inventory Vault on a quarterly basis.
• Perform all other duties as assigned.

Requirements

• Associates Degree in Business Administration or equivalent education and experience.
• Minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage, or insurance environment.
• Experience in the securities and/or trust administration area preferred.
• Proficient PC skills in a Windows environment, including Word and Excel.
• Strong written and verbal communication skills.
• Requires an understanding of securities movement and control unique to the trust and brokerage industry.
• Excellent organizational and customer service 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 set up plus analyze and interpret report data.
• Understanding of Trust Accounting Systems.
• Must be a strategic thinker and able to support the growth of the NBT Financial Group.
• Applicants must be authorized to work for any employer in the U.S.
• Unable to sponsor or assume sponsorship of an employment Visa at this time.

Skills

• Proficient PC skills in a Windows environment
• Microsoft Word
• Microsoft Excel
• Strong written communication skills
• Strong verbal communication skills
• Understanding of securities movement and control
• Excellent organizational skills
• Excellent customer service skills
• Ability to work flexible schedules
• Working knowledge of database software
• Working knowledge of accounting software
• Ability to analyze and interpret report data
• Understanding of Trust Accounting Systems
• Strategic thinking

Work Type

• Full-Time
• Part-Time

Experience Level

• 4 years experience

Education Level

• Associates Degree in Business Administration

Salary/Compensations

• $21.66 - $28.87

Benefits

• Generous Paid Time Off (at least 22 days annually)
• Parental Leave (six weeks paid at 100% salary)
• Comprehensive Medical Coverage
• Employer contributions to HSA for High Deductible Health Plan participants
• Dental Coverage
• Vision Coverage
• Flexible Spending Accounts (healthcare and dependent care)
• Employer-Paid Disability Coverage (short-term and long-term)
• Option to purchase additional long-term disability coverage
• Employer-paid basic life insurance
• Option to purchase supplemental life insurance
• Voluntary Benefits (hospital, accident, critical illness)
• 401(k) plan with employer matching
• Optional Roth 401(k)
• Pension plan
• Adoption Assistance
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Pet Insurance
• Various banking services benefits
• Financial planning assistance
• Paid Sick and Safe Leave

About the Company

• 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.
• NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute.
• NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk.
• NBT has weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.