Assistant Trust Officer

Summary: Responsible for the administration, reporting, and relationship management of selected trust, agency, estate and custodial accounts.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• IRA, Agency, and trust administration.
• Asset management of accounts.
• Daily, monthly and annual operations.
• Statement and account balancing, required minimum distributions, taxes, etc.
• Filing and clerical duties.

1. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
2. Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
3. Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions. Demonstrates group presentation skills.
4. Written Communication - Writes clearly and informatively; Able to read and interpret written information.
5. Ethics - Treats people with respect and consideration regardless of their status or position; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
6. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
7. Professionalism – Approaches others in a tactful manner; reacts well under pressure; accepts responsibility for own actions; follows through on commitments.
8. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.