Description

Summary:

The Trust/Fund Specialist 2 works under direct supervision, performs a limited variety of trust assignments that are moderately complex in nature and require detailed knowledge of trust and department procedures.Duties & Responsibilities:

• Position may require direct and indirect interactions with client relationship managers, account advisors and account administrators to actively resolve issues

• Prepares, adjusts and closes basic journal entries.

• Examines, processes, codes, verifies, balances, and reconciles transactions from listings, invoices, vouchers, and reports.

• Performs a more complex application of standard bookkeeping and accounting procedures for trust account processing.

• Prepares, adjusts, and closes basic journal entries.

• Verifies accounting documents for consistency, accuracy, and completeness.

• Reviews and processes contributions, distributions, interest, principal, dividends, corporate actions, or fees.

• Provides assistance to Relationship Managers on most questions and requests.

• Handles balancing and generation of periodic reports and/or statements of moderately complex accounts.

• Offers recommendations for development of new procedures or workflow changes.

• This position is cross-trained to perform various trust functions and may participate in the cross training of others.

• Performs other duties as assigned.

This is a hybrid role. You must be located near 5555 Cleveland Ave Columbus, Ohio.

Basic Qualifications:

• High School Diploma

• 3 or more years of experience in banking, securities processing or financial services

Preferred Qualifications:

• College degree preferred

• Ability to work in a fast-paced environment with professionalism, courtesy and tact

• Ability to shift priorities as needed to meet demand

• Basic PC skills - MS Word, Outlook, Excel, web-based applications

• Utilize multiple bank systems concurrently

• Excellent written and verbal communication, interpersonal, and organizational skills.

• Professional attitude

• Strong Analytical and problem-solving skills

• Attention to detail

• Self-motivated, deadline-driven and able to work in a rapidly changing environment

• Candidate will possess the ability to document procedures and work well in a team setting.

• Identify and assist in the implementation of process improvement opportunities in alignment with the organization’s Continuous Improvement initiatives.

• Flexibility to perform other functions as requested by Management

• Takes initiative to cross-train across multiple team functions and will assist in training new employees.

• Actively responsible to apply and adhere to departmental policies and procedures.

  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Hybrid

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.