ClearPoint Federal Bank & Trust Job Description Title: Team: Reports To: FLSA Status: Trust Reporting Associate ClearPoint Federal Bank & Trust Alex Siefert Non-Exempt SUMMARY: This is a full time position providing support to customers and the families they serve. This person will become a cross-functional team member within the Trust Operations Team providing support to both the trust and recordkeeping areas. RESPONSIBILITIES:                Responsible for completing monthly reporting to external customers, both electronic and printed reports Review and mail annual trust reports to both states and funeral/cemetery customers Support Trust Associates in pulling audit samples for year-end audits Supports Trust Reporting Associate in the preparation of consolidated management reporting, as well as additional internal and external reports Enter data into various trust systems (EPAS, TrustDesk) Prepare and validate trust documentation for withdrawal requests received from customers Provide phone support on trust to our customers and customer service representatives through an automated phone queue (ACD line) Complete the monthly trust account reconcilliations, where neccessary Assist with creating and maintaining standard operating procedures for trust processes Contribute to the team’s performance by addressing barriers and generating alternative solutions to meet or exceed team goals Work daily to help the team meet its quality and responsiveness measures Manage daily contract filing including new contract, service and distributions Responsible for daily mail processing, pick-up and drop-off Provide support on team projects as needed Consistently maintain a positive attitude and demonstrate positive behavior. REQUIREMENTS:  Strong attention to detail and accuracy.  High school degree or equivalent, Bachelor’s degree a plus  Self-directed and results oriented with effective problem solving skills  Excellent written and oral communications skills  Self-starter willing to work multi-task projects and processes  Demonstrated knowledge and ability to use Microsoft Excel and Word  Three years business experience, banking experience a plus