Description:
Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to:
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Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements.
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Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department.
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Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records.
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Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements.
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Support the overall administration and recordkeeping needs of the Trust Department while maintaining a high level of accuracy and confidentiality.
Requirements:
An Associate's Degree in Business is required. Will consider experience in lieu of education. Three or more years of experience in a related field is preferred.
Additional qualifications of the position include:
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Ability to conduct multiple tasks while maintaining composure.
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Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner.
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Advanced customer service skills.
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Strong math and analytical skills.
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Ability to collaborate with peers and management in a professional manner.
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Ability to demonstrate initiative, diligence and strong organizational skills.
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Strong written and verbal communication.
