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About the Role

Support the Trust Services Division Director and Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and information. Assist Trust Officers with new account set up and marshalling of assets and management of real estate assets, including insurance. Process client transactional requests for Trust Officers and retrieve and/or create operational reports as needed.

Responsibilities

Assist with the management of real estate assets, including the placement of homeowners insurance, triennial inspections and the assembly of real estate packages for purchases of homes for Court Petitions for assigned accounts
Assist with the administration of assigned trust accounts
Assist with responses for documentation for HRA/Medicaid for SNT’s
Assist with annual account reviews of assigned accounts as needed
Prepare trust account disbursements and discretionary action memos
Facilitate new trust account openings
Participate in client meetings and new business meetings as needed
Oversee and assist with proper supporting documentation for trust client files for disbursements
Follow bank policies and procedures to mitigate risk
Answer telephone; take messages, help client if Officer is not available
Create/retrieve operational reports as needed

Requirements

3+ years of financial services and client handling experience
2+ years of Trust or brokerage operations experience preferred

Skills

Highly organized and detail oriented
Excellent written and oral communications skills
Ability to understand all aspects of trust operations

Location

Professional office

Work Type

Full-time

Experience Level

3+ years

Education Level

High School Diploma
Two years of college preferred

About the Company

Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Equal Opportunity

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.