Trust Administrative Assistant
About The Position
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs. If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administrative Assistant in our Vancouver, WA office. Our Trust Assistants support one or more Personal Trust Administrators in the management of trust accounts. Specific duties include the following: · Opening and closing trust accounts · Updating and maintaining trust account records · Paying bills and transferring funds · Facilitating proper and timely transfers of trust account assets · Handling routine questions from clients · Delivering outstanding customer service · Opening mail and answering the telephone · Adhering to all internal and external regulatory requirements, standards, guidelines, policies and procedures · May attend client meetings with the Personal Trust Administrator · Regular attendance is a requirement of this job
Requirements
- Has a Bachelor's degree in a business-related field, or equivalent experience
- Has 1 to 3 years of trust administrative experience
- Meets client needs and expectations
- Is proficient in Microsoft Word, Excel and PowerPoint
- Completes assignments accurately with attention to detail
- Prioritizes work and completes assignments on time
- Handles confidential information with discretion
- Dresses and acts professionally
- Has knowledge of spelling and grammar
- Communicates effectively in both oral and written form
- Has experience with SunGard Addvantage
Nice To Haves
- Experience with Life Insurance is a plus
Responsibilities
- Opening and closing trust accounts
- Updating and maintaining trust account records
- Paying bills and transferring funds
- Facilitating proper and timely transfers of trust account assets
- Handling routine questions from clients
- Delivering outstanding customer service
- Opening mail and answering the telephone
- Adhering to all internal and external regulatory requirements, standards, guidelines, policies and procedures
- May attend client meetings with the Personal Trust Administrator
- Regular attendance is a requirement of this job
Benefits
- Comprehensive medical, dental, and vision insurance
- Employer-sponsored life insurance
- 401(k) retirement plan with company matching contributions
- Profit-sharing program
- Paid time off and company holidays
- Additional voluntary benefits may also be available
- Benefit eligibility and details will be discussed during the hiring process.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
