JOB TITLE: Trust Operations Support Assistant

Entity (SFG or SCB): SCB

Job Classification: Full Time, Non-exempt

Department: Trust and Wealth Management

Reports to: VP, Financial Services Support Officer

Education Requirements:

• Bachelor’s Degree or equivalent related work experience with emphasis in Business, Accounting or Finance

Experience or Skill Requirements:

• Experience in trust accounting and trust policies and procedures preferred

• Ability to interact with clients, administrators, outsourcing service providers and support staff

• Ability to maintain confidentiality, solve problems and work independently with speed and accuracy

• Excellent computer skills with advanced knowledge of Microsoft Office and ability to learn other software applications quickly

• Advanced written, verbal and interpersonal communication skills

• Excellent organizational skills

• Ability to manage and meet multiple deadlines

• Thorough knowledge of all bank products and services

Duties:

• Provide account support, including but not limited to establishing/closing accounts, processing and reviewing daily work, reviewing cash reports, and handling payment of expenses

• Process receipts, client distributions and other payments via check, ACH, wire transfer and account-to-account transfer

• Process retirement plan contributions, both to individual accounts and omnibus accounts

• Process retirement plan distributions thru separate accounting system to ensure proper coding and year-end tax reporting

• Responsible for asset movement, both incoming and outgoing transfers

• Responsible for reconciling accounts, including checking accounts, fee accounts and internal suspense accounts

• Responsible for quarterly RTC reports, Reg R reports as well as other reports requested by administrators or bank executives

• Assist with processing Foundation account awards, including scholarships

• Handle daily balancing procedures

• Work with Compliance Department to cross-reference clients with OFAC and BSA databases

• Compile data and reports as needed for internal and external audits and support audit function

• Oversee asset vault and security protocols

• Provide staff guidance and training for trust accounting system

• Serve as liaison with outside service providers to deal with operational issues

• Assist with managing supplies for the department

• Handle branch mail

• Execute/settle account trades

• Other duties as assigned

Relationships:

• Internal – Extensive contact with staff of outside service providers, account administrators, administrative support staff, customer service representatives and other bank employees regarding accounts, specific transactions and problem resolution

• External – Moderate contact with clients regarding account issues

Summit Financial Group and the Subsidiaries are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Hourly rate varies, based on experience.