Trust Administrative Assistant

Company:	MB Financial Bank Company Profile \| Current Opportunities (40)
Job Location(s):	Oak Brook
Employment Term:	Regular
Employment Type	Full Time
Start Date:	As soon as possible
Starting Salary Range:	Not Provided
Required Experience:	Open
Related Categories:	Banking - General, Admin - Receptionist/Clerical

Position Description

Job Type:	Full-Time
Location:	1400 Sixteenth Street-OAK BROOK
Last Updated:	10/28/2009

Job Description:

Reference: SS12130

Summary: Provides administrative support for Personal Trust Administrators. Position also includes contact with high net worth clients, legal and financial advisors.

Essential Duties and Responsibilities include the following:

*Handle day-to-day incoming calls, emails and faxes from clients
*Draft cover letters and other forms of correspondence directed to clients, trust beneficiaries, vendors and centers of influence
*Prepare account opening and closing documentation
*Assist in the preparation and assembly of materials for monthly account reviews
*Review daily trial balances on trust accounting system for all accounts
*Review and pay vendor invoices on behalf of trusts, grantors, trust beneficiaries, guardianships, decedent’s estates and investment management clients
*Process account changes and/or instruct Operations Department to process account changes on the trust accounting system when necessary
*Process incoming receipts for all accounts
*Ensure blkLargely scheduled remittances are processed
*Act as point of contact to Administrator’s books of business
*Prepare annual administrative reviews
*Process account transfers (incoming and outgoing)
*Review daily transactions (cash movement, bill payment, etc.)
*Prepare internal documentation for approval of discretionary distributions from trusts
*Responsible for filing and file organization
*Coordinate with Trust Tax, Operations, Investments and Compliance to ensure proper completion of work flow
*Support projects undertaken with Marketing
*Comply with all applicable federal and state laws and regulations
* LIVE the Bank’s Mission Statement and PRACTICE the Bank’s Corporate Strategy.
*Other duties may be assigned

Qualifications:
To perform this job successfully, an individual must be able to handle extremely detailed, multiple functions concurrently. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:
Bachelor’s degree (B.A.) from a four year university; or one to two years related experience and/or training; or equivalent combination of education and experience. Prefer one to five years of progressive administrative and client service within a bank or other financial institution, law or accounting firm

Language Ability:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of
managers, clients, customers, and the general public.

Math Ability:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:
Ability to solve practical problems and deal with a number of variables in situations where limited standardization exists. Ability to interpret instructions furnished in written, oral, diagram and schedule form.

Computer Skills:
To perform this job successfully, an individual should have knowledge of Word Processing, Spreadsheet software.

Certificates and Licenses:
None required

Supervisory Responsibilities:
This position has no supervisory responsibilities.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Physical Demands:
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 frequently requires to stand, walk, sit, use hands to finger, handle or feel; and talk or hear.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.