SUMMARY
In this role, you will provide back office transaction processing operations support to the bank’s Wealth Management Department. We are looking for someone with excellent critical thinking, organizational and time management skills. The Operations Associate is expected to uphold our corporate values, actively participate in company initiatives, be an active member of project teams, and have the drive to continually grow and learn in a forward-thinking company.
WHY WORK WITH US
Idaho Trust Bank, headquartered in beautiful Boise, Idaho, is listed as one of America’s Best Business and Private Bank’s while also being named one of the top 200 healthiest banks in America. We have a deep professional commitment to our clients and take pride in providing superior service to meet their unique financial needs.
You will have the opportunity to work with incredible co-workers, along with continued learning and educational opportunities. Professionalism, mutual respect, and a sense of humor are traits we value and exhibit.
If you are looking for a place to prove yourself in a rewarding work environment with a company that believes a great culture is the key to success, we just might be the place for you. Come grow with us!
PRIMARY RESPONSIBILITIES
- Attention to detail.
- Processing cash disbursements via ACH, check, bank transfers and wires.
- Processing deposits to accounts.
- Process stop payments.
- Process withholding taxes on Federal and State website.
- Process estimated tax payments and property tax payments.
- End-of-Day settlement and balancing.
- Perform research required to resolve issues that may result from trust account activity or transactions.
- Support the Chief of Wealth Management Operations as needed.
THE SKILLS WE ARE LOOKING FOR
- Ability to manage multiple tasks simultaneously within strict deadlines and with a high degree of accuracy.
- Ability to use a personal computer.
- Ability to use word processing, spreadsheet or other job related software programs.
- Constructively interacts with supervisor, co-workers, and provides coverage and cross training as needed.
- Ability to participate as a member of a team, assisting in other projects as needed or as assigned.
MINIMUM REQUIREMENTS
- Associates degree (AA) from a college or university, preferably in Business with an emphasis in Accounting. Work related experience should consist of a background in wealth management with an emphasis in trust operations, trust administration or investments. At least 1 year related experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
- Knowledge of trusts, estate planning, and trust taxation.
- Excellent critical thinking, organizational and time management skills.
- Attention to detail and accuracy.
- Intermediate Microsoft Excel and Microsoft Word skills.
BENEFITS WE OFFER
- Paid Time Off (PTO)
- Paid Holidays (11 of them!)
- Medical, Dental, & Vision
- 401K w/Match
- Life Insurance
- Transportation Stipend
- & Many More
Job Type: Full-time
Pay: $21.00 - $23.00 per hour
Schedule:
Work Location: In person