Top 2 Financial trust officers Jobs in Fargo, Nd

Administrative Associate
Heartland Trust Company —Fargo, ND
- $22 - $27 an hour
- Full-time
- Office
- Finance
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
12d
Retirement Plan Advisor
Bravera Wealth —Fargo, ND
- Mid-level
- Office
- Windows
- Paid holidays
- Health insurance

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Administrative Associate

Heartland Trust Company -
Fargo, ND

Quick Apply

Job Details

Full-time
$22 - $27 an hour
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Employee discount
Professional development assistance
Life insurance

Qualifications

Teamwork
Administrative experience
Organizational skills
Productivity software
Business
Associate's degree

Full Job Description

Begin a professional journey where innovation converges with impact! Join our dynamic team as we revolutionize Trust Services, embodying a commitment to excellence and fostering a culture of collaboration. If you are enthusiastic about safeguarding legacies for future generations, prepared to make a significant impact, and thrive in a fast-paced environment, this opportunity is crafted for you. Explore a rewarding career with us, where your skills are highly regarded, and your potential is unleashed. Apply now and become an integral part of something extraordinary!

We are currently seeking a dedicated and resourceful full-time Administrative Associate to join our Trust Administration team. As North Dakota’s oldest independent trust company, offering comprehensive trust and wealth management services, we prioritize a family-first culture within our dynamic company.

Responsibilities include:

Support Trust Officers in servicing accounts and responding to client requests.
Respond directly to client inquiries, fostering positive relationships with both new and existing clients.
Handle various forms of correspondence, including phone calls, letters, emails, etc.
Facilitate new and closed account processing.
Process transactions such as distribution requests, bill payments, and transfers
Review daily transactions and monitor daily cash balances, addressing significant balances and/or overdrafts.
Analyze and interpret trust documents to ensure proper administration of trust accounts.
Act as a liaison between Trust Officers and Operations staff.

Position Requirements:

A Bachelor’s or Associates’ degree in Business, Finance, or a related field, or equivalent work experience is a prerequisite.
Minimum 1 year of prior experience in Trust administrative support preferred.
Minimum 1 year of prior experience in insurance, paralegal, accounting or tax preparation preferred.
Demonstrate strong written and verbal communication skills.
Display self-motivation and the ability to work effectively both independently and in a team environment.
Resourceful in problem solving and seeking answers when encountering new situations.
Exhibit strong organizational skills, attention to detail, ability to multi-task and excellent follow-up abilities.
Proficient in Microsoft Office.

Must align with Heartland Trust Company’s Core Values:

Integrity – Trust, Honesty, Respect
Service – Going above and beyond
Togetherness – Different Opinions, unified at heart

Mission Statement:

To provide a lifelong commitment to the well-being of the those we serve.

Job Type: Full-time

Pay: $22.00 - $27.00 per hour

Benefits:

401(k)
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

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financial trust officers jobs in fargo, nd

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