Trust Assistant - FT / Onsite Only / Omaha, NE

KNOWLEDGE, SKILLS AND ABILITIES

• Working knowledge of trust accounting operations, policies and procedures including dual control safeguards.
• Working knowledge of various types of trusts including personal trusts, retirement plans and charitable foundations. Working knowledge of trust and retirement plan principals, laws and regulations to include relevant state specific codes and acts, IRS provisions and ERISA and their applications to daily account administration of personal trusts, agencies, retirement plans and charitable foundations.
• Working knowledge of trust accounting to include 1041and 1099 tax return production.
• Excellent prospect and customer relation skills.
• Self-motivation, strong attention to detail, and ability to work independently with general guidance and review of work product as necessary.
• A self-starter working within an overall team approach with the ability to handle multiple tasks while meeting time deadlines.
• Flexibility in responding to multiple administrative requests. Ability to proactively initiate workload issues to various staff and prioritize and coordinate workflow issues with administrative staff and operations personnel.
• Ability to operate a PC, and to use word processing and spreadsheet software.
• Ability to complete required company training by assigned due date.
• Ability to maintain regular and reliable attendance.

EXPEREINCE*

• Minimum of 1-3 years of banking or financial services experience required.
• Prior trust administration/operations, investments or paralegal experience preferred.

EDUCATION* 

• Minimum of a High School degree required.

*Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to handle or feel; reach with hands and arms; and talk or hear.  The employee frequently is required to walk.  The employee is occasionally required to stoop or kneel.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

AFFIRMATIVE ACTION
Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.