Serves as back-up to the Investment Operations functions including preparation of manual trade advices for calls, tenders and maturities.
Also serves as back-up to the TSS Team Leader.
Responsible for bill paying on behalf of clients, account maintenance, as well as opening and closing all trust accounts.
Provide a full range of support to the Financial Group.

Associates Degree in Business Administration or equivalent education and experience.
A minimum of 4 years experience in trust, banking, paralegal, accounting, brokerage or insurance environment.
Experience in the securities and/or trust administration area preferred.
Excellent organizational and customer service skills.
Proficient PC skills in a Windows environment, including Word and Excel.
Strong written and verbal communication skills.
Ability to work flexible schedules rotating to various positions within the department as necessary.
Working knowledge of database and accounting software, with ability to setup plus analyze and interpret report data.
Understanding of Trust Accounting Systems.
Requires an understanding of securities movement and control unique to the trust and brokerage industry.
Must be a strategic thinker and able to support the growth of the NBT Financial Group.

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.

Investment Support Specialist

Key skills