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General Summary:
Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 96,000 - 120,000 Year
- 510 South Columbus Avenue, Mt. Vernon, NY 10550
- 9/24/24
(Poughkeepsie and Saugerties)
Compensation: Average rep earns $60K Top 50% earn $70k Top 25% earn $87k Top 10% earn 106k
employment type: full-time
Are you looking for a career-defining sales position where the fantastic earning potential and flexible scheduling are surpassed only by the relationships built with coworkers an clients that will last a lifetime? Since 1993, Cellular Sales has differentiated itself from all others in the wireless industry by providing concierge-level service during and after the sale and having a great time doing it! Our more than 4,800 team members operate over 800 retail locations in 32 states. Throughout our continued growth, we have remained committed to empowering our customers and our team to achieve their personal and professional goals
At Cellular Sales, our people are undoubtedly our most valuable asset. In addition to regularly rewarding our team with special events and celebrations, we also offer a comprehensive employee benefit program that helps us stay healthy, feel secure, and maintain a desirable work/life balance.
What's in it for you?
• Uncapped earning potential balanced with flexible scheduling
• Individual competition balanced with team goals
• Ongoing retail and B2B sales training
• Career advancement opportunities
• Medical, accident, and life insurance
• Health Savings and Flexible Spending Account
• 401(k) plan
As a Sales Representative, you will provide home and mobile technology products to new and existing customers. You will develop customized consumer and business technology solutions and help maintain our reputation as the industry's most respected provider of concierge-level customer service.
What's in it for you?
• Develop customized consumer and business technology solutions
• Provide the industry's best concierge-level customer service
• Master the art of sales beyond your current capacity
• Expand your knowledge of mobile technologies
Cellular Sales is not only an incredible opportunity for the savvy sales veteran, we specialize in developing less experienced individuals wanting to achieve a new level of professional success. We are looking for highly motivated, service-oriented Sales Representatives to join our team and provide comprehensive technology solutions tailored to fit the individual needs of each customer.
What essentials do you need?
• Reliable Transportation
• Ability to pass a background and drug test.
• Minimum 2 years of related work experience
• Solid understanding of technology products and services
• Ability to achieve goals and exceed expectations
• A Willingness to generate and Follow up on Leads in a Professional, Retail or Outside Sales Environment
• High school diploma or GED; college degree, preferred
• Effective Verbal, Written and Interpersonal Skills
APPLY LINK:
https://careers-cellularsales.icims.com/jobs/search?ss=1&searchRelation=keyword_all&searchCategory=8748&searchLocation=-12782-Bessemer&searchLocation=-12782-Calera&searchLocation=-12816-Middletown&searchLocation=-12816-New+Windsor&searchLocation=-12816-Newburgh&searchLocation=-12816-Poughkeepsie&?mode=job&iis=Referred+By+Recruiter+via+Indeed&iisn=Amie+Dupra
- Full Time
- Immediately
- 2644 NY-32, New Windsor, NY 12553
- 9/16/24
Position Title:
Operations Director, HRVI
Department/School:
Hudson River Valley Institute
Salary/Pay Rate:
$65,000 - $70,000
Job Summary:
The Operations Director is responsible for pursuing and stewarding sources of support from gifts and grants, assisting with the production and distribution of all HRVI publications, with focus on retail sales of The Hudson River Valley Review, assisting with planning and execution of all HRVI events, providing and maintaining content for HRVI’s Digital Library, and supervising student employees and interns. The Operations Director reports to HRVI’s Executive Director and works closely with HRVI’s Senior Program Director. The ability to work as part of a team is essential for this position.
Minimum Qualifications:
- Bachelor's degree in a related field
- 5-8 years of relevant experience
Essential Functions:
The Operations Director performs a wide range of duties at the Hudson River Valley Institute. Duties include:
- Identifying foundation support prospects and writing grant proposals
- Stewarding gifts and grants
- Assisting with production and distribution of HRVI publications, specifically The Hudson River Valley Review
- Assisting with planning and execution of HRVI events
- Developing and maintaining content for HRVI’s Digital Library
- Supervising student employees and interns
- Other duties as assigned.
Preferred Qualifications:
- Master's degree in a related field
Required Application Documents:
Resume, Cover Letter, & Contact Information of 3 Professional References
Benefits:
The position includes a comprehensive benefit package*. Benefits for this position include but are not limited to the following:
- 3 weeks of paid vacation. 4 weeks of paid vacation beginning in the 6th year of employment.
- Unlimited paid sick time.
- 14+ paid holidays per year.
- Medical, Dental & Vision insurance programs at a 15% employee / 85% employer contribution rate. Flexible Spending Accounts (FSA) and Dependent Care (FSD).
- Life insurance.
- Generous short-term and long-term disability programs and workers compensation.
- 403(b) defined contribution plan:
- First 6 years College contributes 7.5%, Employee contributes a mandatory 4%.
- College contribution increases to 10.5% in year 7, and 12% after 15 years.
- Employee contribution decreases to 1% in year 7. Remains 1% thereafter.
- Typical eligibility requirements: 1 year of service and 1,000 hours with Marist College.
- 403(b) Tax Deferred Annuity – Roth option available. Voluntary, up to IRS maximum contribution.
- Tuition Benefits:
- Up to 16 undergraduate credits per semester. Up to 18 graduate credit per academic calendar. Eligibility extends to employee, spouse, and dependent children under age 26.
- College pays 100% tuition only.
- Eligible dependents may be Reimbursed up to $2,000 per semester towards tuition at another accredited institution.
*Eligibility requirements including waiting periods and/or employee probationary periods may apply at the discretion of the College.
About the Department/School:
The Hudson River Valley Institute is a Center of Excellence at Marist College dedicated to the study of the history and culture of the Hudson River Valley. Its many initiatives include the publication of a peer-reviewed journal of regional studies, The Hudson River Valley Review, public programs on regional history and culture, the management of a Digital Library and website, internship experiences for Marist students, and partnerships with organizations throughout the region and beyond.
About Marist College:
Located on the banks of the historic Hudson River and at its Florence, Italy campus, Marist College is a comprehensive, independent institution grounded in the liberal arts. Its mission is to “help students develop the intellect, character, and skills required for enlightened, ethical, and productive lives in the global community of the 21st century.” Marist educates approximately 5,000 traditional-age undergraduate students and 1,200 adult and graduate students in 53 undergraduate majors and numerous graduate programs, including fully online MBA, MPA, MS, and MA degrees, and also Doctor of Physical Therapy and Physician Assistant programs. Marist is consistently ranked among the best colleges and universities in America by The Princeton Review (Colleges That Create Futures and The Best 386 Colleges), U.S. News & World Report (3rd Most Innovative School/North), Kiplinger’s Personal Finance (“Best College Values”), and others. Marist’s study abroad program is ranked #1 in the nation by the U.S. State Department’s “Open Doors Report” and has also received the Senator Paul Simon Award for First Year Abroad programs in Italy and Ireland. Marist’s Joint Study partnership with IBM, which began in 1988, has brought the College the kind of world-class technology platform typically found at leading research institutions. To learn more, please visit https://www.marist.edu/about
Equal Employment Statement:
Marist College is committed to creating a diverse workforce on our campus by ensuring that barriers to equal employment opportunity and upward mobility do not exist here. To this end, the College will strive to achieve the full and fair participation of minorities, women, people with disabilities, and any other protected groups found to be under represented.
Equal opportunity means employment, development, and promotion of individuals without consideration of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, or veteran status unless there is a bona fide occupational requirement which excludes persons in one of these protected groups. The College will review its employment policies and procedures to ensure that barriers which may unnecessarily exclude protected groups are identified and eliminated. The College will also explore alternative approaches if any policy or practice is found to have a negative impact on protected groups.
Marist's policy of non-discrimination includes not only employment practices but also extends to all services and programs provided by the College. It shall be considered a violation of College policy for any member of the community to discriminate against any individual or group with respect to employment or attendance at Marist College on the basis of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, veteran status, or any other condition established by law.
Quicklink to apply: https://careers.marist.edu/cw/en-us/job/493719?lApplicationSubSourceID=
- Full Time
- Immediately
- 3399 North Rd, Poughkeepsie, NY 12601
- 9/11/24