400 - Trust Operations - Wealth Operations Rep I

Job Reporting Relationships

Supervised by: Wealth Operations Assistant Manager Supervises: None

Basic Qualifications

Education/Training: Associate degree or equivalent experience normally required; obtain and maintain appropriate Bank Product Knowledge Certification.

Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills; ability to work with various software programs, including Charlotte Front Office, Microsoft Excel and Word, and the Internet; general knowledge of trust, investments, and employee benefit plans; visual and auditory skills; valid driver's license.

Experience: One (1) year related financial office experience preferred.

General Responsibilities

Responsible for performing a variety of duties to support the trust operations function; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Duties

Performs a variety of duties to support the trust operations function of which the following are illustrative:

Performs a variety of clerical, operational, data entry, accounting, and bookkeeping functions relevant to the operational integrity of the Bank's Wealth Management Department.

Updates individual trust accounts through the Charlotte Front Office trust accounting system and the Custody accounting system.

Posts to and balances various departmental accounts.

Assists and supports the internal and external audit functions.

Posts receipts and prepares disbursements and related documentation of each as directed by supervisor.

Supports and assists administrative and sales personnel to ensure the delivery of superior service quality.

Provides operational support for bill payment, disbursement requests, and general office and clerical duties.

Supports the investment area with operational duties, including posting trades.

Provides backup for other departmental personnel as necessary.