Trust Clerk jobs in Peoria, IL
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk jobs
Trust Administrator
- First Mid
-
Bloomington, IL
FULL_TIME
-
Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement.Responsibilities include, but are not limited to:
- Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- Cooperating with legal counsel as to probate the will within departmental policies and applicable state law
- Identifying, collecting, securing, and appraising all assets and preparing an inventory in a timely manner
- Handling assets such as real estate and closely held corporations that must be specially managed
- Maintaining contact with beneficiaries concerning their interest
- Cooperating with accountant to properly determine tax elections, file federal and state tax returns, and pay taxes in a timely manner
- Ensuring that all estate liabilities are identified, proven, and satisfied
- Ensuring that remaining assets are distributed property
- Where the Company acts as trustee, the assigned trust officer is responsible for the following duties:
- Administering trust in accordance with the will or trust agreement, Company policies, and state laws
- Trust income is collected and properly processed and distributed or reinvested
- Trust principal is properly managed, invested, and distributed
- All tax reports and returns are prepared and submitted in a timely manner
- Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies and within departmental procedures and policies
- Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping, or investment management agreement. Secures and invests customer’s assets, collects and remits or reinvests income as directed
- Responsible for the administration and management of certain personal trusts
- Responsible for building customer satisfaction in the Company
- Cross-sell other Company services with officers in charge of retail deposits, retail lending, commercial lending, and cash management
- Participate as a member of various Trust committees as assigned
- Represent the Company and provide leadership in key community activities and committees
- Participate in professional associations; attend conventions, conferences, and seminars
- Build relationships with potential referral sources
- Complete required training associated with job function
- Build and maintain strong customer relationships
- Perform other duties as assigned
QualificationsEducation/Experience:- Bachelor’s degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust services
Skills:- High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors
- High level of interpersonal skills to interact with customers and potential customers in a professional manner
- Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT#LI-POST
- Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- 15 Days Ago
Mental Health Services Team Leader (Maternity Cover)
- Guidepost Trust
-
Henry, IL
FULL_TIME
- Contract: Fixed Term Contract (12 months) Reporting to: Community Opportunities Manager Responsible for: Staff and volunteer team at Henry Smith House (may include staff/ volunteers/external contracto...
- 18 Days Ago
Director of Planned Giving/Trust Services
- It Is Written
-
Tennessee, IL
FULL_TIME
- Position Description Adventist Media Center - It Is Written Position Title:Planned Giving & Trust Services Director Internal Title:Department Director Job Classification:Exempt - Regular Full Time Acc...
- 29 Days Ago
Part-Time Bank Teller/ Customer Service Representative
- Prairie State Bank & Trust
-
Bloomington, IL
PART_TIME
- Prairie State Bank & Trust, a locally owned $800 million bank with 20 offices in Central Illinois, has an immediate opening for a Part Time Bank Teller/ Customer Service Representative in Bloomington....
- 18 Days Ago
Universal Banker
- FIRST BANKERS TRUST GROUP
-
Carthage, IL
OTHER
- Job Details Job Location: Carthage Branch - Carthage, IL Position Type: Part Time -25 hours Education Level: None Salary Range: Undisclosed Travel Percentage: Negligible Job Shift: Days and Weekends J...
- 18 Days Ago
Part-time Universal Banker/Teller
- First Mid Bank & Trust
-
Bartonville, IL
PART_TIME
- At First Mid, we aim to make our customers feel valued, satisfied and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a ...
- 22 Days Ago
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0 Trust Clerk jobs found in Peoria, IL area
Administrative Assistant
- Global Advantage Consulting Group
-
Peoria, IL
- Job Description Job Description In this role, you will serve primarily as administrative support to the property managem...
- 4/26/2024 12:00:00 AM
Administrative Assistant
- Royal Publishing
-
Peoria, IL
- Royal Publishing is looking for an organized individual to assist the manager and sales staff of approximately 15+ peopl...
- 4/26/2024 12:00:00 AM
Administrative Assistant
- Caterpillar
-
Mossville, IL
- Career Area: Business Support Services Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Cat...
- 4/26/2024 12:00:00 AM
Administrative Assistant
- Caterpillar, Inc.
-
Peoria, IL
- **Career Area:** Business Support Services **Job Description:** **Your Work Shapes the World at Caterpillar Inc.** When ...
- 4/25/2024 12:00:00 AM
Administrative Assistant
- Caterpillar
-
East Peoria, IL
- Career Area: Business Support Services Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Cat...
- 4/24/2024 12:00:00 AM
Executive Administrative Assistant
- TADA
-
Peoria, IL
- Position Description Manage and monitor the busy calendar of Chief Executive Officer (CEO). Manage contacts and monitor ...
- 4/24/2024 12:00:00 AM
Bookkeeper/Administrative Assistant
- Renewal by Andersen
-
Peoria, IL
- Why Renewal by Andersen? True multi-taskers, our retail operations team is proud of the products we install and dedicate...
- 4/24/2024 12:00:00 AM
Floral Clerk
- Hy-Vee, Inc.
-
Bloomington, IL
- At Hy-Vee our people are our strength. We promise "a helpful smile in every aisle" and those smiles can only come from a...
- 4/23/2024 12:00:00 AM
About Peoria, Illinois
Peoria (/piˈɔːriə/ pee-OR-ee-ə) is the county seat of Peoria County, Illinois, and the largest city on the Illinois River. Established in 1691 by the French explorer Henri de Tonti, Peoria is the oldest European settlement in Illinois, and is named after the Peoria tribe. As of the 2010 census, the city was the seventh-most populated in Illinois (and the third largest outside the Chicago metropolitan area), with a population of 115,007. The Peoria Metropolitan Statistical Area had a population of 373,590 in 2011. Until 2018, Peoria was the global and national headquarters for Caterpillar Inc.,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,694 to $41,416
Peoria, Illinois area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Trust Clerk do?
Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020