Support Service Specialist
- - Trust & Investment Mgt.
- Michigan City, IN, USA
- Full Time
Perform job functions necessary to accurately process daily transactions on trust accounting software.
Balance daily transactions posted to trust accounting software within daily deadlines.
Place mutual fund trades on trust accounting software within daily deadlines.
Disbursement and receipt processing on trust accounting software.
Post payroll for a small number of clients, including timely payroll tax payments.
Post certificate of deposit purchases, maturities and interest payments on trust accounting software.
Complete signature card paperwork for CD's in a timely manner.
Assist with special projects as requested.
Preferred candidates will have experience with processing debit and credit transactions and balancing.
Must exhibit attention to detail and sense of urgency to complete assigned tasks.
Possess the ability to be cross-trained on many different job duties and rotate jobs within the department.
Ability to take initiative and utilize sound judgment in decision making when completing assignments.
Must be able to work in a team environment with the ability to interact in a positive manner with co-workers and management.
Proficient with Microsoft Office, especially Excel.
Ability to present a professional image and communicate with public, co-workers, management, customers and others in a courteous, positive, and professional manner.