Trust Records Management Specialist - Downtown - (Galveston) in Galveston, Texas For Sale

Moody National Bank provides excellent employment opportunities for individuals seeking to team up with a solid leader of financial services for the communities we serve. If you have an interest in joining a stable, competitively advantaged banking team you should consider Moody National Bank. RECORDS MANAGEMENT SPECIALIST for our full service banking center- LOCATED DOWNTOWN GALVESTON JOB ORDER # 50-15 - All correspondence must refer to a specific job order number. Trust Records Management Specialist will maintain and update all Trust Division files, records and literature. Duties/Responsibilities: Assist in developing comprehensive filing system procedures manual. Implement new system by updating existing files using newly developed labeling system. Maintain existing files, create new files and store closed files as needed. Scan daily work created by Operations onto CDs for storage and retrieval purposes. Retrieve, track, and replace files removed from the file vault and file warehouse. Arrange for the destruction of closed files upon date determined from retention schedule. Assist with purging unneeded content from close account files prior to their transfer to our trust file archives. Create, maintain and update lists of file labels using Avery Label Pro. Maintain and update Microsoft Excel catalog list of archived files retained in storage. Maintain custody of, and maintain a catalog list for, all microfilm and CD ROM image records. Monthly client communications (client statements and investment reviews): Prepare (assemble and staple), insert in envelopes for mailing, and file internal statement copies. Maintain and file updates to all trust library subscriptions and procedural and instructional manuals except the Trust Policy manual (TBA and Sheshunoff updates are to be delivered to appropriate Administrator for review and processing). Maintain “On-Hand Trust File Area Office Supply Inventory List” and reorder items as needed. Relieve other departmental personnel as directed by supervisor; front desk receptionist-must be able to answer telephone, take comprehensive messages, and meet and greet clients in a professional manner. Prepare monthly Trust Updates newsletters for mailing and maintain mailing list. Prepare Oil and Gas Check Transmittals for Natural Resources Management Group, LLP Balance daily cash sheets against Oil and Gas transmittals. Oversee the process of receiving, verifying information, and transmitting mineral income checks to SEI for final processing and correspond with exploration and production companies regarding ownership changes, name and address changes, and the accuracy of the account information records. Includes providing copies of certain types of documents to the companies to complete their files. Print and mail various transaction and portfolio reports to clients periodically, print monthly investment reviews and transactions, give system generated investment reviews to Department Manager. Minimum Experience: 2 years preferred filing experience in Trust, legal or medical field Education : High School Diploma required. Skills and Abilities: Typing 40-45 wpm, organized, spelling, Microsoft Word, Excel, Smead ClickStrip, and Avery Label Pro. This job requires great attention to detail, organizational skills, and the ability and willingness to learn to identify and properly classify various types of legal documents, ie leases, deeds, division orders, notes, etc. The occasional lifting and moving of file storage boxes requires some strength and tolerance to dust. Moody Bank offers a benefit package that includes: Medical, Life, Dental and Vision insurance; 401k plan; Vacation & sick leave benefits and more. Due to the high volume of interest, the Bank does not respond to the submission of every resume. In addition, submission of your resume to this website does not constitute the completion of an Employment Application. The Bank requires completion of an MNB employment application for each position opening. Individuals who the Bank determines to be the best qualified for the position openings are contacted to begin the application process. Applications are being accepted at the xxxx Postoffice St. location in Galveston, Texas, HR/4th flr. (M-F, 9a-4p) or call 409-632-xxxx. Moody National Bank is proud to be an Equal Opportunity Employer.
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