Personal Trust Administrative Assistant

TI-Trust • Quincy, IL

9d • $17 - $25

About The Position

TI-Trust, Inc., located in Quincy, Illinois is an Illinois trust company specializing in providing a variety of services to personal trust, farm services and employee benefit clients, managing over 20 billion dollars in assets. TI-Trust is seeking an enthusiastic and motivated Personal Trust Administrative Assistant. Become part of a growing company, which was voted in the Top 100 “Best Places to Work in Illinois” seven years in a row. This position assists the trust officers in the day-to day administration of trusts, estates, self-directed and managed agency accounts, and other routine activities as directed.

Requirements

• Exposure to office management a plus.
• High School Diploma.
• Must be detail oriented and organized along with very good oral and written communication skills.
• Must be experienced in using Excel, Word, and Outlook with the ability to learn other computer applications.
• Must be assertive, goal oriented, and able to multi-task.
• Strong analytical and problem solving skills.

Responsibilities

• Provide general office duties for Personal Trust Group.
• Assist in trust administration by paying client bills, scheduling receipts, disbursements, and transferring funds for client accounts as directed.
• Manage and coordinate physical & electronic correspondence for the Personal Trust Group, following up with trust officers where necessary.
• Complete new account openings for client accounts, including setups on TI-Trusts internal systems.
• Maintain client contacts in TI-Trusts internal systems.
• Organize and maintain trust officers supplies, schedules, appointments, and travel details.
• Assist trust officers in additional tasks as needed.
• Continue researching and educating self on financial industry or trust business through seminars, conferences, and courses.

Benefits

• This position offers a 40 hour work week with no nights or weekends.
• Health, vision, and dental benefits available as well as the ability to participate in the 401k and Profit Sharing plan and an opportunity to become an owner through TI-Trust, Inc.'s own Employee Stock Ownership Plan.
• Be Well @ Work, an employer sponsored medical services program, is provided at no cost to employees.
• An Equal Opportunity Employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees