City of Topeka
Reports To: Trust Officer
Classification: Full-time; Non-Exempt
The Trust Assistant supports the Trust Officer in the management of Trust Department client accounts. In collaboration with the Trust Officer, the Assistant is responsible for providing personal and professional service to the client. The Trust Assistant establishes a relationship with Trust clients (those with Personal Trust Accounts [Living and Testimony], Agency Accounts ([Custody and Investment Management], Estates, and Conservatorships) as well as familiarity with the Bank’s policies and procedures. This role contributes to the development and retention of client relationships by providing consistently high-quality customer service.
Essential Functions and Responsibilities
Coordinates new account set-up:
Coordinates life needs for current clients:
Knowledge, Skills, and Abilities
One year administrative experience required. Securities background preferred.
High school diploma or equivalent required.
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and may be of a personal or sensitive nature when working through escalations. Must be able to empathize with others and foster sound relationships.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and listen to customers and other employees. Physical activities include a combination of constant sitting, constant hand motion, and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.
Travel is negligible. It is primarily local during the business day, although some local evening and weekend travel may be needed.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
Applicants must pass a drug screening and background check.
Internal applicants must be meeting the minimum requirements of their current job, and must submit a cover letter and resume via the employee portal.
CoreFirst Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, sex, age, disability, or genetics. It is the policy of CoreFirst Bank & Trust to comply with all federal, state, and local laws concerning the employment of women, minorities, individuals with disabilities, and veterans, and to act in accordance with regulations and guidance issued by the Equal Employment Opportunity Commission (EEOC), in every location in which CoreFirst has facilities. This policy applies to recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, training, and any other terms, conditions, and privileges of employment.