3 associate director jobs found

Location: 66 South Pearl Street, Albany New York Job Summary The Associate provides trust administration support to enable assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service. Essential Functions Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. Reads and understands Trust Agreements and related documents for administrative purposes. Ensures fees are set up correctly as directed by Trust Officer. Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed. Uses cash forecasting to determine approximate amount needed in...

Location: 11501 Outlook Street, Overland Park Kansas JOB DESCRIPTION: Under the direction of the Internal Accounting Manager, the person will be part of the team whose responsible are to  setup and monitor PAT loans, reconcile various daily bank accounts, process daily work log files – Internal transfers, ACH, & Wires;  process daily wire files; setup, monitor and administer Energy transactions and various other tasks as dictated by the department head. ESSENTIAL JOB FUNCTIONS: Transaction Processing Daily processing of book transfers, ACH’s and wire transfers from RECWeb Work log for various departments under multiple deadlines and constraints. Daily processing of internal money movements associated with voided checks, payment reversals and other like activity of the servicing portfolio. Pre-Authorized Transfer (PAT) setup and ongoing maintenance related to payment activity. Assist in the timely processing and funding of New Loans while...

Location: 1301 5th Avenue, Seattle Washington Job Summary The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively manage accounts while maintaining an optimal level of client service. Essential Functions Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC’S/discretionary’s etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. Reads and understands Trust Agreements and related documents for administrative purposes. Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist. Monitors accounts on a daily basis for overdrafts...