Institutional Trust Specialist
St. Cloud, MN 
Share
Posted 20 days ago
Job Description
Job Title
Institutional Trust Specialist
Job ID
5793
Location
Saint Cloud, MN
Full/Part Time
Full-Time
Regular/Temporary
Regular
Why Work at Bremer?

Extraordinary possibilities and a culture of respect

Our people are our competitive advantage. Throughout communities in Minnesota, North Dakota and Wisconsin, our clients and our people are working together to realize extraordinary possibilities.

Bremer Financial Corporation

Bremer Financial Corporation is a privately held, $12 billion regional financial services company jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, wealth management, investment, trust and insurance products and services throughout Minnesota, North Dakota and Wisconsin. Clients include individuals and families, mid-sized corporations, small businesses, agribusinesses, nonprofits, and public and government entities.

Job Description

This role provides a broad range of document processing and office support services with a focus on recordkeeping and transaction processing. The recordkeeping and processing requirements include the creation of files and schedules to ensure records and distributions meet customer requirements, are delivered on-time and meet regulatory compliance standards. Transactions and recordkeeping activities include, but are not limited to, the following:

Electronic and Manual Contributions Processing
Loan Payment & Loan Applications Processing
Distribution Processing
Participant and Plan Sponsor Mailings
Plan Census Entry and Review
Electronic and Paper Archiving

In addition, this role requires regular contact with Insurance providers and customers through the 401k Help line, which requires accurate data gathering, problem solving and customer contact.


Qualifications
Combination of education and experience that enables success generally includes a background in accounting and/or financial services, with a working knowledge of ERISA regulations and employee benefit plans being beneficial.
Demonstrated success in an administrative role that requires accurate reporting, impeccable recordkeeping, efficient processing and the ability to meet and maintain regulatory compliance is necessary.
Demonstrated history of successful interactions built on a strong service orientation and effective communication skills.
Demonstrated proficiency with Microsoft Office applications Excel and Word required.

#LI-AU1

Shared Expectations

Personal Leadership: Model Bremer values in all interactions; communicate clearly, honestly and with authenticity; identify and respect style differences in others and be willing to adapt; read and respond appropriately to individuals and/or situations; enhance and maintain robust relationships within and outside the organization; be accountable and demonstrate credibility and follow through on commitments; and build self-awareness by continually seeking feedback from others.

Thought Leadership: Use holistic approach when problem solving and decision making; proactively seek diverse perspectives to develop synergetic solutions; promote engagement and empowerment; translate complex concepts and challenges into tasks and activities that are quick and easy to achieve; use authority appropriately and acknowledge the contributions of others.

Team Leadership: Lead strategically with rigor around communicating the what and why behind decisions; demonstrate transparency, honesty and courage to earn a reputation as an authentic leader; communicate a vision and engage team in achieving that vision; drive dedication to serve and promote the client intimacy model; clearly communicate and hold employees to performance expectations providing clear and timely feedback and holding all employees accountable; build high performing teams through engagement and accountability; delegate and draw on others knowledge and expertise; commit to coaching and developing team and next generation of leaders by taking an enterprise point of view.

Results Leadership: Prioritize strategically by organizing resources, time and people to achieve key goals and objectives; act with a sense of urgency, proactively address critical concerns, work quickly to get things done; lead change effectively; demonstrate knowledge skill and abilities while demonstrating operational excellence; deliver consistent results.

Equal Employment Opportunity

Bremer is an Equal Employment Opportunity Employer M/F/Disability/Veteran

Notice to Third Party Recruiters

Bremer Bank, National Association, including its affiliates, does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed agreement for recruiting or placement services, Bremer will have no obligation and will not agree to pay any referral or recruiting fee. In the event a recruiter or agency submits a candidate for consideration, Bremer explicitly reserves the right to pursue and/or hire any such candidate(s) without any financial or other obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, will be deemed to be the property of Bremer.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
Email this Job to Yourself or a Friend
Indicates required fields