TSS Support Specialist

NBT Bank

NBT Bank trust support specialist supporting Wealth Management operations. Processing account transactions, fees, tax payments, reports, and administrative records.

Posted 8/4/2026full-timeLakeville • Connecticut, New York • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Trust Accounting Systems and securities movement, providing comprehensive administrative support within the Wealth Management Group. Proficient in financial processes, customer service, and effective communication with internal and external stakeholders.

Highest-signal resume keywords

Trust Accounting SystemsSecurities MovementCustomer ServiceOrganizational SkillsPC Proficiency in Windows, Word, and Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AdministrationFinancial ReportingTax Payment ProcessingAccount MaintenanceData AnalysisFee ProcessingTransaction PostingSpreadsheet ManagementCash Disbursement ProcessingEFTPS Tax Deposits

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationExcellent Organizational SkillsStrategic ThinkingFlexibility

Tools & Technologies

Windows EnvironmentMicrosoft WordMicrosoft ExcelDatabase SoftwareAccounting Software

Certifications & Qualifications

Associate's Degree in Business Administration

Industry Keywords

Wealth ManagementTrust AccountingBankingSecuritiesBrokerageInsuranceParalegal

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Provide full-range administrative and operational support to the Wealth Management Group
Prepare and process correspondence, bills, tax payments, account maintenance, fee processing, account openings and closings
Maintain administrative logs and perform daily balancing
Ensure estimated and balance-due tax payments are made accurately and on time
Upload tax information to applicable tax authorities and web-based platforms
Process fees, free receipts, and deliveries
Post transactions to the Trust Accounting System
Create and distribute reports and letters
Update spreadsheets, review transfer paperwork, and adjust cost basis
Perform daily balance with the trust accounting vendor
Process cash disbursements from Trust Accounts to escrow accounts
Review charitable trust tax deposits on EFTPS and perform other tax-related duties
Provide customer service to internal and external customers
Inventory the vault quarterly and ensure items are documented for audit
Perform other assigned duties

Requirements

What you’ll need

Associate's Degree in Business Administration or equivalent education and experience
Minimum of 4 years of experience in trust, banking, paralegal, accounting, brokerage, or insurance environments
Experience in securities and/or trust administration preferred
Proficient PC skills in a Windows environment, including Word and Excel
Strong written and verbal communication skills
Understanding of securities movement and control in the trust and brokerage industry
Excellent organizational and customer service skills
Ability to work flexible schedules and rotate to various departmental positions as needed
Working knowledge of database and accounting software, including setting up, analyzing, and interpreting report data
Understanding of Trust Accounting Systems
Strategic thinking and ability to support NBT Financial Group growth
Effective communication with internal and external customers
Ability to move objects weighing up to 10 lbs
Must be authorized to work for any employer in the United States; visa sponsorship is unavailable

Benefits

Comp & perks

At least 22 days of paid time off annually for full-time employees
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage with employer HSA contributions for eligible HDHP participants
Dental and vision coverage
Flexible spending accounts for healthcare and dependent care
Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage
Employer-paid basic life insurance, with optional supplemental coverage
Voluntary hospital, accident, and critical illness coverage
401(k) plan with employer matching
Optional Roth 401(k)
Pension plan
Adoption assistance
Tuition reimbursement
Employee Assistance Program (EAP)
Pet insurance
Banking services benefits and financial planning assistance
Wellness initiatives
Flexible work arrangements
Career development programs and tools
Performance-based incentives
Competitive compensation
Benefits for eligible part-time employees, including medical, dental, vision, voluntary benefits, paid parental leave, retirement plans, paid sick and safe leave, EAP, and financial and banking services