Trust Assistant

Description

Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to:

• Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements.
• Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department. 
• Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records.
• Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements. 
• 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:

• Ability to conduct multiple tasks while maintaining composure.
• Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner.
• Advanced customer service skills.
• Strong math and analytical skills.
• Ability to collaborate with peers and management in a professional manner.
• Ability to demonstrate initiative, diligence and strong organizational skills.
• Strong written and verbal communication.