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Trust Associate

Company: Marquette Bank
Location: Orland Park
Posted on: January 22, 2023

Job Description:

Position SummaryThe Trust Associate supports the Trust department by handling day-to-day administrative operations by maintaining files and logs, recording data and communicating with customers/clients to share informationEssential Duties and Responsibilities:Under supervision of VP, responsible for completing and tracking annual Guardianship court accountings, annual Trust and Estate accountings and inventories and real estate memorandumsPerform clerical duties of scanning and maintaining filesAssist with asset transfer letters and tracking their statusAssist with the opening and closing accounts process Responsible for maintaining successor trustee files and will files, along with logging dataAssist in preparing notices required by the Illinois Trust CodeAssist New Business Officer with marketing tactics, and event organizingAssist with past due fee tracking and write off process and Land Trust billing process Distribute newsletters via email to current and prospective clients Answer phone calls and direct them and/or document and forward messagesActively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct and other applicable policiesPerform other duties as assignedKnowledge/Abilities/Experience and Training Required:High school diploma or equivalentPrevious experience in bank trust environmentBasic skills in applied mathematics functions Strong knowledge of ExcelKnowledge and ability to use copier and scanning functionsAttention to detailStrong organizational and interpersonal skillsPhysical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Employee is regularly required to remain in a stationary position Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.Employee is regularly required to operate a computer and other office productivity machinery (i.e., a calculator, copy machine and computer printer).Employee may need to constantly position themselves in the office in order to file upper and lower drawers.Employee in this position frequently communicates with staff and clients and must be able to exchange accurate information in these situations.Employee may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.Employee specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.Work Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.EOE-Females/Minorities/Protected Veterans/Individuals with Disabilities PI201750224

Keywords: Marquette Bank, Orland Park , Trust Associate, Other , Orland Park, Illinois

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