Trust Assistant
This job was posted by https://www.kansasworks.com : For moreinformation, please see: https://www.kansasworks.com/jobs/13491371## Trust Assistant {#trust-assistant automation-id="job-title"}Topeka, KS### Description::: {automation-id="job-description"}ClassificationFull-Time, Non-Exempt, In-person position\Hours8:00 am to 5:00 pm Monday through Friday\**Location:**Headquarters3035 SW Topeka Blvd., Topeka, KS 66611\RoleThe Trust Assistant supports the Trust Officer in the management ofTrust Department client accounts. In collaboration with the TrustOfficer, the Assistant is responsible for providing personal andprofessional service to the client. The Trust Assistant establishes arelationship with Trust clients with Personal Trust Accounts (Living andTestimony), Agency Accounts (Custody and Investment Management, Estates,and Conservatorships) as well as familiarity with the Banks policies andprocedures. The Assistant contributes to the development and retentionof client relationships by providing consistently high-quality customerservice.\Applywww.corefirstbank.com/careers:::### Requirements::: {automation-id="job-requirements"}Essential Functions & Responsibilities**:\Serves as intermediary between client and Trust Officers on a dailybasis by meeting with Officer regarding prior day activities and currentitems. Interfaces with customers in person and by phone. Coordinates new account set-up:Prepares new account foldersEstablishes tax cost basis of assets transferred to new trust/IMaccountsOversees new account setup documentation Organizes and oversees existing trusts as assigned including:Reviewing, approving, and responding to mail and bills presented forpaymentCollecting, organizing, and tracking all tax information for review byTrust Officer Coordinates life needs for current clients:Maintains payroll records for all caregivers used by Trust clientswhich includes processing checks, withholding taxinformation, and working with accounting firm for reportingCoordinates and oversees the sale and/or shipping of all personalproperty, appraisals of jewelry/coins/property, andmoves to new residence for Trust clients Assists Trust Officer upon death of client:Prepares Date of Death and 6-month Alternate Date of Death ValuationsAssists with any other tasks finalizing the clients estate\**Administrative Responsibilities** Maintains orderly, current files and retrieves files/researchesinformation for Trust Officer as needed Types reports, documents, and other correspondence Assists customers and answering external and internal calls to theTrust DepartmentPlease note this description is not designed to cover or contain acomprehensive listing of activities, duties, or responsibilities thatare required of the employee for this job. Duties, responsibilities, andactivities may change at any time with or without notice.*\ExperienceRequires Administrative Assistant Experience\EducationHigh school diploma or equivalent required\Skills & Abilities Must be able to apply computing skills to solve problems Ability to plan, organize, and prioritize work, in order to meetdeadlines and maximize efficiency and profitability Must be attentive to detail and a self-starter Ability to recognize there is a problem, when something is wrong orlikely to go wrong and determining the most effective way to solvethe problem Must have effective verbal and written communication skillsincluding advanced spelling, punctuation, and grammar skills\CompetenciesAdherence to CoreFirst Values; Respect, Communication, Integrity,Initiative, and Accountability. A secondary focus on internal andexternal Customers, Compliance, Ethics, Perseverance, and TimeManagement is also essential.\Computer Skills\Requires:::