Trust Administrative Assistant

First Northern Bank of WyomingGillette, WY
Onsite

About The Position

The Trust Administrative Assistant’s primary role is to work alongside the Trust Officers of the Trust Division, providing support in servicing accounts and maintaining high-quality client relationships. This position is open to First Northern Bank of Wyoming branches in Buffalo, Gillette, or Sheridan.

Requirements

  • Knowledge of bank policies, procedures, and regulations
  • Knowledge of fiduciary concepts and regulatory requirements
  • Attend training on bank/job-related topics
  • Strong organizational, planning, analytical, and problem-solving skills
  • Ability to work both independently and as part of a team
  • Detail-oriented
  • Must always act professionally
  • Able to handle confidential information
  • Proficient in Microsoft Suite (Word, Outlook, Teams, PowerPoint, and Excel)
  • Able to learn new computer software quickly
  • Self-motivated and persistent in following through and learning quickly within authority limits
  • Excellent interpersonal, verbal, and written communication skills
  • Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation
  • Conform to the Bank’s core values, which are: Exceptional Customer Service, Family Driven, Community-Focused, Communication, Teamwork
  • High School diploma or equivalent
  • A minimum of two years’ Administrative Assistance experience is required.

Nice To Haves

  • Experience in wealth management or trust division is a plus
  • Experience with Trust accounting platforms a plus

Responsibilities

  • Support Trust Officers in responding to inquiries and requests from clients and related parties.
  • Coordinate client meetings, including scheduling, preparation, and distribution of presentation materials.
  • Assist Trust Officers with account reviews and ongoing account relationship management.
  • Maintain accurate and complete client files by documenting correspondence, communications, and other pertinent materials as directed by Trust Officers.
  • Collaborate with Trust Officers on special projects and initiatives as assigned.
  • Provide assistance to Trust Operations as needed to ensure efficient workflow and service delivery.
  • Promote new account relationships through active community involvement and professional networking opportunities.
  • Demonstrate a thorough understanding of fiduciary principles, trust administration practices, and applicable regulatory requirements.
  • Actively participate in customer, community, and public relations activities to enhance the Bank’s visibility, strengthen relationships, and support new business development opportunities.
  • Perform additional duties and responsibilities as assigned that are consistent with the position.

Benefits

  • Reasonable accommodations will be made for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business.
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