Trust Administrative Assistant

Midwest Trust Company•Boulder, CO

16d

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. You will support one or more Personal Trust Administrators in the management of trust accounts.

Requirements

High School diploma or equivalent; associate or bachelor degree preferred in business related field
Previous experience in administrative support roles, preferably 1 to 3 years of trust
Strong organizational skills with ability to prioritize tasks and manage multiple deadlines
Excellent attention to detail and accuracy in data entry and document preparation
Proficiency in Microsoft Office Suite (Word, Excel and Outlook) and experience with data based management systems (SunGuard Addvantage is a plus)
Excellent verbal and written communication skills
Ability to maintain confidentiality and handle sensitive information with discretion
Knowledge of trust administration processes and regulations is preferred

Nice To Haves

Experience with Life Insurance a plus

Responsibilities

Assist clients with inquiries, request and account maintenance.
Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
Maintain accurate client records and documentation.
Assist Trust Officers with administrative tasks related to trust account administration, including opening and closing accounts, processing transactions, and maintaining account files.
Prepare account paperwork and documentation, ensuring compliance with regulatory requirements and internal policies
Coordinate with internal departments and external parties to facilitate trust administration processes.
Organize and maintain electronic and physical filing systems for trust documents, correspondence, and other records.
Assist with scanning, indexing, and archiving documents in accordance with document retention policies.
Provide general administrative support to the trust department, including answering phones, managing calendars, scheduling appointments, and ordering supplies.
Assist with special projects and initiatives assigned by management.