Trust & Wealth Administrative Assistant

Job Summary
This position will provide administration support for the trust department, with special emphasis on assisting trust business development advisors and trust administration advisors with specific administration responsibilities as assigned. 

Accountabilities

• Assist Officers with trust client annual reviews


• Assist Officers with year-end annual statements


• Assist Officers with year-end tax worksheet


• Assist Investment Officer with streamlining investment area including buys, sells, valuations


• Account opening and closing duties  


• IRA annual statements and1099R


• Correspondence, presentation materials, mail and phone calls.


• Creates and maintains proper account documentation and files account related material


• Assist with client requests, inquiries and meetings.


• Perform other duties as assigned.

Qualifications

• High School diploma or equivalent required college degree or applicable experience preferred. 


• Experience in a trust department and with trust accounting systems a plus. 


• Ability to manage a variety of tasks and work independently. 


• Excellent human relations skills to deal effectively with team and vendors.


• Sufficient skill in keyboarding and knowledge of Word, PowerPoint and Excel.


• Excellent organizational skills and attention to detail. 


• Customer service orientation.


• Teamwork

We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including:

• Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage


• Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage


• Health Savings Account


• Life Insurance for the employee and family


• Paid Vacation and Sick Time


• Retirement Plan Options


• Additional Perks and Benefits