North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

Trust Operations Assistant - Minot

Position Overview
Assist the Vice President - Trust Operations with trust operations functions to ensure quality service for First Western Bank & Trust’s various trust accounts in addition to maintaining trust records and portfolio integrity standards.
 
Essential Job Functions
  • Answer incoming phone calls for the Trust Department and route appropriately
  • Daily entry of dividends and interest, asset maturities, asset purchases/sales, contributions and distributions
  • Daily entry of non-401(k) mutual fund sales and purchases
  • Complete wire transfers and daily ACH transactions
  • Generate daily reports
  • Prepare beneficiary and expense checks
  • Prepare monthly rental and plan loan reports
  • Establish customer access to Infovisa Client Portal        
  • End of day balancing
  • Intermediate custodial safekeeping relationship as well as income collection, purchases and sales
  • Ensure compliance with banking laws, regulations and the Bank’s policies and procedures, including Bank Secrecy Act
  • Maintain continuing education related to regulatory standards
Other Duties
  • Greet visitors and inquire the nature of their business in order to provide customer service
  • Daily activity reporting to custodial safekeeping clients
  • Weekly FWBCAF rate determination
  • Other duties, responsibilities and activities may be assigned with or without notice
Qualifications
  • Associate’s degree in business or finance related field preferred
  • 2 years’ experience in banking, benefit processing or office administration
  • Knowledge of retirement plan regulations and terminology preferred
  • Knowledge of investments and accounting principles preferred
Skills/Abilities
  • Excellent written and verbal communication skills
  • Highly organized with careful attention to detail
  • Able to prioritize, multitask and work with a variety of people
  • Reliable, responsible, and dependable in fulfilling obligations
  • Demonstrate professionalism in working with the public and all levels of management
  • Computer proficiency, especially in Microsoft programs and related banking software
To apply: Go to www.firstwestern.bank/careers/
 
First Western Bank & Trust is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
 

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