Trust Administrative Assistant

Bank of Utah • Salt Lake City, UT

5d • $21 - $23 • Onsite

About The Position

The Bank of Utah is seeking a Trust Administrative Assistant to support Trust Officers. This role involves initiating and maintaining account administrative records, providing customer service, and supporting Trust Officers. There is also a "stand by" responsibility to function in Trust Operations.

Requirements

• Skilled in using various office software programs.
• Excellent customer service skills.

Responsibilities

• Provide support to the Trust Officers to accept client instructions and questions, and respond directly to clients as needed.
• Process incoming and outgoing mail.
• Establish and maintain account files and obtain needed documents such as certified Court appointments, original Trust Agreements, Tax ID numbers for new Trusts & Estates, etc.
• Prepare needed documents for distributions and track authorizations until received and filed.
• Confirm security transactions with custodian bank and inform Trust Operations.
• Prepare monthly input information from broker statements for posting by Trust Operations.
• Produce correspondence to customers.
• Real Estate – Assure receipt of Deeds, Trust Deed Notes and insurance. Track property tax payments. Review documents and prepare wires to fund new Real Estate related investments.
• Originate transfer procedures for securities that are received from customers.
• Process and review trade requests and confirm they were completed correctly.
• Process incoming and outgoing checks.
• Attendance is an essential function of the job.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed