Below is the result of your feedback form. It was submitted by
JSFG@xxxxxxxx on November 21st, 2003 at 09:42AM (CST).
Date: 11/21/03
JobTitle: Trust Administrator
JobClass: Accounting/Finance
JobDescript: Forethought Financial Services
Job Description
Title: Trust Administrator
Team: Forethought Federal Savings Bank
Reports To: Director of Operations
FLSA Status: Exempt
SUMMARY:
This position requires professional expertise in the technical knowledge of
trust law and regulations, funeral and cemetery pre-need law, an understanding
of investment management, knowledge of tax considerations, and familiarity with
the internal policies and procedures of a bank trust department. This
position is responsible for proactive account management including account set
up, investment performance review and ongoing customer support.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may
be assigned.
Differentiate the different types of trust services including: trustee,
escrow, administrator, custodian and agency accounts.
Act as a liaison between customer, tax, accounting, legal, sales and operations
personnel. Strong interpersonal skills are required.
Ensure that excess or surplus funds are invested according to terms of trust
and wishes of trust client.
Responsible for the three types of fiduciary account reviews; pre-acceptance,
initial post-acceptance and annual
Identify any potential self-dealing and conflicts of interest issues prior to
acceptance.
If another trustee is named to succeed a trust administered by FFSB, manage in
a timely manner the efficient transfer of assets and records to the successor
trustee.
Evaluate trust rollovers to determine if acceptable to FFSB. For the rollovers
which are acceptable, this position will coordinate the successful and timely
transfer of assets and records.
Responsible for the daily administration of customer accounts. Examples of
daily administration would include tracking dates and deadlines, timely
deposit, withdrawal and transfer of funds, periodic customer reporting and
presentation, tax worksheet preparation, document filing system.
Recognize, develop and install new procedures as necessary and instruct
personnel regarding them.
REQUIREMENTS
Four year college degree in finance or accounting
Three to five years related experience or equivalent combination of education
and experience.
Knowledge of investments with the ability to discuss and make recommendations
to customers, (Series 65 designation is helpful but not required)
Demonstrated problem solving, decision making and communication skills, both
written and spoken.
Continuous Improvement mindset. Must take initiative to address issues
proactively.
Location: Batesville, Indiana
WorkType: Full-time Regular
Travel: No
PositionState: Existing
SalaryRange: $60-$65,000.
StartDate: 12/24/03
Company: Forethought Finacial Services, Inc.
Person_Requesting_Profiles: Larry J. Roberts, SPHR
Contact_StreetAddress: The Forethought Center
Contact_City: Batesville
Contact_State: IN
Contact_ZipCode: 47006
Contact_WorkPhone: 1-800-648-0075
Contact_FAX: 1-877-213-1101
e-mail: larry_roberts@xxxxxxxxxxxxxxx
Email_Monthly_Message: Yes
Industry: Insurance and banking
Comments: Hillenbrand Industries, Inc. has been recognized as one of the
?world?s 100 best-managed companies? (Industry Week magazine), ? one of
America?s top four admired companies in medical products and equipment
industry? (Fortune magazine), and having the ?best sales team serving the
health care industry? (Selling Power magazine).
To learn more about this industry-leading company, please visit
http://www.forethought.com/index.jsp
We are currently looking for an experienced Trust Administrator for our
corporate headquarters, located in Batesville, Indiana (45 miles west of
Cincinnati and 70 miles southeast of Indianapolis). To follow is a site that
highlights living in Batesville, Indiana.
http://www.batesvillein.com/
email: JSFG@xxxxxxxx
bgcolor1: #FFFFFF
Cutoff: 12/31/03
Submit: Submit Form
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