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Job Description

This is a multi-faceted position includes serving the public, clients, professionals and other employees. Central Trust Company provides a comprehensive and disciplined approach to financial planning, estate planning and investment management. We tailor a customized long-term plan to fit the needs of our clients.

  • Provide administrative support to relationship managers, portfolio managers and business development officers.
  • Manage and facilitate communication with clients.
  • Prioritize and manage multiple projects simultaneously.
  • Perform various support duties such as answering phones, copying documents and overseeing the day-to-day operations of the office and equipment.
  • Facilitate special projects.
  • Other duties as assigned.

Requirements

  • High school diploma or GED Certificate (some college preferred)
  • Confidentiality is a must
  • Excellent communication skills including phone skills, written skills and in-person meetings
  • Excellent customer service skills
  • Professional appearance and demeanor
  • Attention to detail, aptitude with numbers and proficient organizational skills are critical
  • Ability to read and interpret operating instructions and policy and procedure manuals
  • Capable of drafting grammatically correct correspondence
  • Working knowledge of Microsoft Office, specifically Word and Excel
  • Ability to learn new operating systems and software
  • Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously

Position Type

Full Time – Regular

Location

Lake Ozark Office
1860 Bagnell Dam Blvd.
Lake Ozark, MO 65049

Work Hours

M-F 8:00 a.m. to 5:00 p.m.

Standard Hours

40

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