Trust Administrative Assistant

This position is open to these First Northern Bank of Wyoming branches - Buffalo, Gillette, or Sheridan.

Summary/Objective:

The Trust Administrative Assistant’s primary role is to work alongside the Trust Officers of the Trust Division, providing support in servicing accounts and maintaining high-quality client relationships.

Essential functions:

• Support Trust Officers in responding to inquiries and requests from clients and related parties.


• Coordinate client meetings, including scheduling, preparation, and distribution of presentation materials.


• Assist Trust Officers with account reviews and ongoing account relationship management.


• Maintain accurate and complete client files by documenting correspondence, communications, and other pertinent materials as directed by Trust Officers.


• Collaborate with Trust Officers on special projects and initiatives as assigned.


• Provide assistance to Trust Operations as needed to ensure efficient workflow and service delivery.


• Promote new account relationships through active community involvement and professional networking opportunities.


• Demonstrate a thorough understanding of fiduciary principles, trust administration practices, and applicable regulatory requirements.


• Actively participate in customer, community, and public relations activities to enhance the Bank’s visibility, strengthen relationships, and support new business development opportunities.


• Perform additional duties and responsibilities as assigned that are consistent with the position.

Competencies:

• Knowledge of bank policies, procedures, and regulations

• knowledge of fiduciary concepts and regulatory requirements

• Attend training on bank/job-related topics

• Strong organizational, planning, analytical, and problem-solving skills

• Ability to work both independently and as part of a team


• Detail-oriented


• Candidate must always act professionally


• Able to handle confidential information


• Proficient in Microsoft Suite (Word, Outlook, Teams, PowerPoint, and Excel)


• Able to learn new computer software quickly

• Self-motivated and persistent in following through and learning quickly within authority limits


• Excellent interpersonal, verbal, and written communication skills


• Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation

• Conform to the Bank’s core values, which are:
  
  
  
  • Exceptional Customer Service- Everyone matters, always.
  
  
  • Family Driven- Ours, yours, we put family first.
  
  
  • Community-Focused- Our communities are the backbone of our business.
  
  
  • Communication- Open, clear, and honest communication is key.
  
  
  • Teamwork- Individuals working together to achieve a common goal.
  
  
  
  

Education/Qualifications:

• High School diploma or equivalent


• A minimum of two years’ Administrative Assistance experience is required. Experience in wealth management or trust division is a plus


• Experience with Trust accounting platforms a plus

Supervisory:

This position has no direct supervisory responsibilities and may serve as a mentor for other positions in the organization.

Working Conditions

• Normal office environment.


• While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds or more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus


• Multitask; perform tasks in an open office environment with noise from conversations, office machines, or other distracting sounds.


• Keep track of assigned tasks


• Occasionally may be exposed to upset customers during everyday activities or work under stress caused by anxious or impatient customers.

First Northern Bank is committed to equal opportunity for all, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or other protected characteristics.  First Northern Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business.  If you are interested in applying for an employment opportunity and need a reasonable accommodation pursuant to the ADA, please contact us at 307-684-2211.

*The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This document describes this job's general content and performance requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements and does not imply a contract.