Trust Operations Assistant

Website Mercantile Bank

Job Description

Mercantile Bank, a United Community Bank is in search of a Trust Operations Assistant. This position performs daily maintenance of trust accounts and trust files in trust department by performing the following duties:

Essential Duties and Responsibilities:

  • Compiles, records and enters names and addresses, description of assets, and other information to open, maintain and close trust accounts on trust accounting software database. Creates and maintains physical files for each trust account.
  • Documents funds received or disbursed, including daily posting of investment income, on trust accounting software database. Completes bank tickets and wire requests for deposits and withdrawals from trust suspense account and customer investment accounts. Balances daily input and transactions.
  • Calls or writes holders of assets, stock transfer companies, brokers, and mutual fund companies, and transmits specified documents to arrange for transfer of securities and other trust assets to or from trust account. Places customer orders for purchase or sale of investments.
  • Prepares and mails checks to pay bills and make disbursements for personal trust customers.
  • Maintains record of fee payments and fee payment schedules for each trust account. Drafts, prints and mails trust fee invoices.
  • Composes and types business letters. Opens and responds to mail. Answers telephone and assists with customer requests
  • Other duties as assigned

Supervisory Responsibilities: None

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High school diploma required.

Preferred: Previous experience in trust, investments, accounting or banking

Language Skills: English

Required Computer Skills: Microsoft Office (Word, Excel, Access)

Preferred: Fi-Tech trust accounting software

Certificates, Licenses, Registrations: None required.

Other Skills and Abilities: Excellent customer service qualities.

Attendance Requirements: Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided. This position is typically full time, Monday through Friday, with additional hours as needed.

Working conditions: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical requirements:

  • Ability to stand and/or for up to eight hours
  • Requires bending, stooping or standing as necessary
  • Requires the ability to hear, speak and/or signal people
  • Effectively communicate verbally, in writing, and in English
  • Requires manual dexterity, typing, and the ability to lift files and open filing cabinets
  • The employee may occasionally lift and/or move up to 25 pounds

How to Apply

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