Trust Assistant

Description

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

• Prepare and maintain correspondence and reports, contracts, income and expense processing and customer disbursements. 
• Assist with management of short-term cash investments, discount brokerage and customer bond transactions.  
• Utilize department software to post account transactions on active or inactive trust accounts. Update information and/or image documents as needed to maintain relevant data. 
• Maintain daily system tasks and reporting activities as outlined by trust agreements and compliance regulations. 

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.