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Job Description
  • Manage and facilitate communication with clients including proactive scheduling of review meetings for Relationship Managers.
  • Prioritize and manage multiple projects simultaneously.
  • Perform client maintenance for accounts.
  • Assist clients in the absence of the Relationship Managers.
  • Pay bills for clients, prepare discretionary and termination memos, prepare necessary documents for client meetings.
  • Perform various support duties such as: answering phones, copying documents, recording minutes for meetings, etc.
  • Facilitate special projects assigned.
  • Other duties as assigned.
Requirements
  • High School Diploma or GED Certificate (some college preferred)
  • 2-3 years related experience or training
  • Knowledge of estate planning and investment terms are helpful
  • Attention to detail and proficient organizational skills critical
  • Ability to read and interpret operating instructions and policy and procedure manuals
  • Strong professional communication skills, both verbal and written
  • Capable of drafting grammatically correct correspondence
  • Working knowledge of Microsoft Office
Position Type

Full Time – Regular

Location

Central Trust Company
7707 Forsyth Blvd.
Clayton, MO 63105

Work Hours

Monday – Friday 8:00am – 5:00pm

Standard Hours

40 Hours

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