Administrative Support Associate - Account Coordinator

At INTRUST Bank, principles and performance go hand in hand. We hire for character and commitment because we believe a focus on values contributes to a healthy and positive culture where employees are celebrated for their individual potential, unique talents are further developed, and positive relationships are fostered. This philosophy has guided us for more than 140 years, and the tradition continues today.

Job Summary:  Primary function is handling QAG middle office trust account opening activities for Wealth & Retirement’s new accounts. Handles the preparation and review of new account opening documents and the opening of new accounts on Trust Desk. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships.  Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s character qualities.

Essential Functions:

• All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. 

• Handles Trust to Trust Security Transfer requests receiving and delivering assets to/from outside firms, setting up/modifying assets and adding/removing restrictions on the assets.   

• Prepares new account paperwork and opens account on Trust accounting system. 

• Process market value updates on unique assets.

• Other assigned duties include reconcilement of internal suspense accounts, fair funds settlements, class action research, preparation of daily Cash Pledge Report, adding/removing pledges on assets, reviewing end of day overdrafts and PTR reports, account maintenance. 

• Assists in the development of automated improvements regarding QAG processes and procedures for wealth management.  

• Works internally with QAG staff and Wealth & Retirement personnel. 

• Requires training of another QAG staff member to handle back-up support.

• Serves as a back-up for other roles in QAG.

Education and Experience:  Bachelor’s degree or 3-5 years of experience in financial industry desired.  

Required Skills and Knowledge:  Excellent analytical skills required. Must be very detail-oriented, organized, self-motivated, and willing to work in a fast-paced environment.  Requires strong knowledge of Microsoft applications i.e., Excel, Word. Works well independently and has strong problem-solving skills. Excellent written and oral communication skills and outstanding computer keyboarding and 10-key by touch skills required. An ability to adapt to change is necessary i.e., conversions, changes in software, etc.

Required Licenses and/or Certifications: None.

Physical Demands:  Extended period(s) of time viewing personal computer, sitting, standing, and walking.  Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions:  Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position.  Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant  for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.