Job Summary: Provides administrative support for designated Trust Officers.
Primary Duties/Responsibilities:
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Prepares data for operations processing
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Retrieves and compiles data for designated accounts
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Processes contribution and distribution checks
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Performs calculations related to investment performance
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Handles routine correspondence with customers
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Drafts annual account summary reports
- Processes mail, schedule appointments, and performs other duties as assigned
Qualifications:
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Exceptional customer service skills
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Excellent verbal and written communication skills
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Strong aptitude for working with numbers and attention to detail
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Proficiency with Microsoft Word, Excel, and Outlook
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Strong typing, grammar, and proofreading skills
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Excellent organizational and time-management abilities
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Professional appearance and demeanor
- Ability to maintain confidentiality and handle sensitive information
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Background in investments, banking, trust, or basic accounting procedures is helpful
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Ability to work overtime as needed
This is a Full-Time Position
Hilltop Bank is an EEO Employer
No established salary range
