Community Financial System, Inc.
Overview
Community Financial System, Inc. (CFSI) is dedicated to providing friendly, personalized, high‑quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. In addition to retail banking, we offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. We celebrate and support a diverse workplace for the benefit of all employees, customers and communities.
Responsibilities
Serve and administer assigned fiduciary accounts in accordance with account agreements, legal documents, banking regulations, and internal policies.
Administer and settle trust and estate matters in accordance with applicable documents.
Respond to inquiries from clients, attorneys, regulators, and internal personnel.
Document account files and systems to reflect client communications, instructions and authorizations.
Work with portfolio managers to develop and implement investment objectives and policy statements.
Maintain updated account files and ensure trust accounting system reflects accurate coding.
Daily review of account activity and perform annual and regulatory reviews.
Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument.
Direct and oversee the transfer of funds, distributions, and payment of invoices.
Manage, secure, insure, value, and oversee unique/non‑standard assets in accounts.
Prepare interim and final accountings for trusts and estates as needed.
Coordinate and work with third‑party professionals as needed.
Develop and maintain relationships with Wealth Management personnel and market area centers of influence for new business opportunities.
Supervise assigned personnel in accordance with all relevant corporate policies.
Provide guidance and training support to Trust personnel and business partners as needed.
Maintain proficient knowledge of all laws and regulations applicable to this position and ensure ongoing adherence to policies, procedures and internal controls.
Qualifications
J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred.
Minimum of five (5) years’ experience in trust or wealth management industry or related position preferred.
All applicants must be 18 years of age or older.
Preference for candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, pending certification, or relevant coursework in progress.
Strong interpersonal, written and verbal communication, problem‑solving, and analytical skills.
Knowledge of trusts, estates, investments, employee benefits and relevant tax, accounting and legal concepts.
Valid driver’s license.
Compensation USD $66,000.00–$108,804.00 per year, commensurate with experience plus potential for annual merit increase and competitive benefits.
Physical Requirements The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required include close vision and the ability to focus.
Legal and EEO Statement The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability.
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Responsibilities
Serve and administer assigned fiduciary accounts in accordance with account agreements, legal documents, banking regulations, and internal policies.
Administer and settle trust and estate matters in accordance with applicable documents.
Respond to inquiries from clients, attorneys, regulators, and internal personnel.
Document account files and systems to reflect client communications, instructions and authorizations.
Work with portfolio managers to develop and implement investment objectives and policy statements.
Maintain updated account files and ensure trust accounting system reflects accurate coding.
Daily review of account activity and perform annual and regulatory reviews.
Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument.
Direct and oversee the transfer of funds, distributions, and payment of invoices.
Manage, secure, insure, value, and oversee unique/non‑standard assets in accounts.
Prepare interim and final accountings for trusts and estates as needed.
Coordinate and work with third‑party professionals as needed.
Develop and maintain relationships with Wealth Management personnel and market area centers of influence for new business opportunities.
Supervise assigned personnel in accordance with all relevant corporate policies.
Provide guidance and training support to Trust personnel and business partners as needed.
Maintain proficient knowledge of all laws and regulations applicable to this position and ensure ongoing adherence to policies, procedures and internal controls.
Qualifications
J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred.
Minimum of five (5) years’ experience in trust or wealth management industry or related position preferred.
All applicants must be 18 years of age or older.
Preference for candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, pending certification, or relevant coursework in progress.
Strong interpersonal, written and verbal communication, problem‑solving, and analytical skills.
Knowledge of trusts, estates, investments, employee benefits and relevant tax, accounting and legal concepts.
Valid driver’s license.
Compensation USD $66,000.00–$108,804.00 per year, commensurate with experience plus potential for annual merit increase and competitive benefits.
Physical Requirements The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required include close vision and the ability to focus.
Legal and EEO Statement The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability.
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