Administrative Assistant Trust

Sturgis Bancorp, Inc.•Sturgis, MI

34d

About The Position

Performs operational duties for all Trust department accounts working with Trust Officers so all accounts are set up appropriately. Processes trust account records. Records and balances trust account entries, reconciles monthly checking account statement, and prepares checks for trust expenses. Prepares all necessary documents, forms and reports as directed. Maintains all other trust account records.

Requirements

Must be a self-starter, highly organized, analytical and efficient multi-tasker.
Ability to interpret a variety of instructions furnished in written, and oral form.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Knowledge of Microsoft Excel, Microsoft Word, and Adobe PDF- reader software.
Excellent attention to detail and accuracy.
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Responsibilities

Provide administrative support to Trust Officers, including scheduling appointments, maintaining calendars, and preparing correspondence.
Assist with opening, maintaining, and closing trust, estate, and investment accounts.
Prepare and process account documents, reports, and forms with accuracy and confidentiality.
Maintain client files (physical and electronic), ensuring documentation is complete and compliant with regulatory and internal standards.
Monitor deadlines for account reviews, distributions, and required reporting.
Assist in the preparation of client statements, invoices, and other communications.
Documents funds received or disbursed and updates records.
Daily processing and balancing.
Prepares and mails checks to pay bills for trust customers, disburse loan proceeds, and remit dividends, interest, and other funds to recipients.
Prepares various written forms of professional correspondence used to communicate formally between organizations, clients, and employees. These include letters of inquiry, requests, orders, acknowledgments, complaints, and appreciation.
Serve as the first point of contact for clients, providing prompt, courteous, and professional assistance by phone, email, or in person.
Coordinate with other bank departments (operations, compliance, accounting) to facilitate trust transactions and reporting.
Help prepare materials for audits, internal reviews, and regulatory examinations, with the oversight by trust officer.
Is expected to become the department's expert for the Trust Department's accounting system, which involves technical transactions.
Working knowledge of securities and how they work.
Other tasks as assigned.