Trust Administrative Assistant #15608

Job Summary

This is a multi-faceted position including serving the public, clients, professionals and other employees. The specialized nature of trust and investment management accounts make this an excellent opportunity to acquire skills and knowledge in an area that can offer lifelong career opportunities. Interactive use of the trust accounting system, as well as the banking system, will be taught on the job if necessary.

Job Duties

Provide administrative support to the Relationship Managers, Portfolio Managers and BDO on all accounts.
Provide daily assistance with client matters and accounts.
Manage and facilitate communication with clients including proactive scheduling of review meetings.
Prioritize and manage multiple projects simultaneously.
Perform various support duties such as: answering phones, copying documents, recording minutes for meetings, etc.
Facilitate special projects assigned by Department Manager.
Other duties as assigned.

Requirements

Minimum High school graduate (some college preferred) and 5 years related experience or training.
Excellent communication, customer service and organizational skills.
Professional office appearance and demeanor.
Confidentiality is a must.
Knowledge of estate planning and investment teams are helpful.
Attention to detail, aptitude with numbers and proficient organizational skills critical.
Ability to read and interpret operating instructions and policy and procedure manuals.
Ability to speak effectively with clients and employees.
Capable of drafting grammatically correct correspondence.
Working knowledge of Microsoft Office, specifically Word and Excel.
Ability to use initiative, work independently, perform multiple tasks and meet deadlines.