Account Processor

Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area. Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support. Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.

Responsible for providing support services to relieve Personal Trust administration of cash related activities. Activities include cash disbursements, receipts, reversals, stale dated check support and may include check printing. Reviews and approves others' work. May also include facilitation of wire callback requests and estimated tax payments. May collect and interpret data to produce reports; conduct special projects; and compose correspondence and other documentation as needed.

Basic Qualifications

- High school diploma or equivalent

Three to five years of experience in administrative and support staff activities

Preferred Skills/Experience

- Well-developed reading, writing and mathematical skills

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Ability to identify and resolve exceptions and to interpret data

- Good verbal and written communication and grammatical skills

- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word and Excel

- Trust-related experience preferred

Hybrid 3 days a week in office