Trust Administrative Assistant II
About The Position
The Bank of Utah, founded in 1952, is one of Utah’s largest privately owned community banks, recognized as an S&P Global Top 20 Bank and a Top 100 Fastest Growing Company. Our mission is to unlock the potential of our team members, clients, and community by acting with integrity, building trust, and exceeding expectations to create lasting prosperity. We are seeking a Trust Administrative Assistant to support Trust Officers, execute critical requests, interact with customers, service accounts, process daily check requests, maintain records, resolve operational issues, and administer department's real property assets. This role operates Monday - Friday, 8:00 AM - 5:00 PM, at our Salt Lake City branch.
Requirements
- Minimum 2 years of Trust Administrative Assistant or related experience.
- Computer literacy including; Trust software programs, Word, Excel, Outlook and PowerPoint.
- Proven and excellent customer service skills.
- Attention to detail and accuracy required.
- Excellent verbal and written communication skills.
- Organization and prioritization skills.
- Must be hard working and self-motivated.
Responsibilities
- Assist Trust Officers with routine administrative tasks.
- Process incoming and outgoing mail.
- Establish and maintain trust, tax, real estate and contract files for trust accounts.
- Assist in the preparation and filing of tax documents.
- Prepare trust distribution documents.
- Prepare and track authorizations on trust accounts.
- Administer real estate assets: Pay property taxes and insurance. Inspect real estate properties. Prepare wires to fund real estate related transactions.
- Complete transfers between Bank accounts and trust accounts.
- Transfer and track assets as they move in and out of the department.
- Receipt and deliver assets and documents in and out of the trust vault.
- Close out trust files to place in storage.
- Apply for and obtain trust tax ID #’s.
- Assist in the probate of estates.
- Obtain valuation of trust assets.
- Set up and maintain beneficiary information.
- Process new account files.
- Maintain existing client and audit files.
- Process and review trade requests and confirm they were completed correctly.
- Process checks from customers.
- Other duties as assigned.
Benefits
- Great work-life balance, with a Monday-Friday schedule
- Competitive pay and benefits, including medical, dental and vision plans
- 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
- 12 paid bank holidays + paid time off, including paid parental leave
- Volunteer opportunities to make a difference in the communities where you work and live
- Awards and recognition to celebrate you and your colleagues for living the bank's values
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
