Trust Administration Specialist

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

The Trust Administration Specialist position is included in a workplace model that does not allow remote work.

As a Trust Administration Specialist, essential responsibilities include:

• Assist Trust Officers in execution of client financial programs.

• Assists in the administration of trusts, guardianships, estates, and agency agreements as provided under a governing document in accordance with company policy, established practices and legal constraints.

• Researches and prepares various reports for officers and management.

• Assists with the filing of required tax returns and tax payments.

• Assists in preparing presentations for client meetings.

• Works with SWM Operations group in handling client transaction activity.

• Creates and maintains client files.

• Responsible for document management and retention.

• Responsible for processing departmental mail.

• Open/Close accounts on the Trust accounting system.

• Assists with the maintenance of accounts on the Trust accounting system.

• Serves as a client service contact for accounts providing customer service such as paying bills.

• Handles cash processing and deposits as requested by clients.

• Communicates with clients over the phone and in writing regarding account inquiries.

Skills Needed

• Minimum of 1 year client service experience in retail financial services.

• Excellent verbal and written communication skills.

• Highly detail oriented with strong organizational skills.

• Able to multi-task and work independently.

• Working knowledge of MS Office Suite.

• Able to be discreet with highly confidential information.

In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays.

Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.