Trust Administrator

Old North State Trust•Wilmington, NC

About The Position

If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits... Old North State Trust may be the right place for you. Old North State Trust is a Greensboro, NC based financial services firm specializing in investment, trust and estate services and we are seeking candidates for the position of Trust Administrator for our Wilmington, NC office. As a Trust Administrator, you will perform a wide variety of tasks in support of Trust Officers and clients, including:

Requirements

a demonstrated ability to manage multiple tasks with changing priorities and deadlines in a fast-paced environment with multiple interruptions
a demonstrated ability to analyze, conduct research and solve problems
experience creating and editing correspondence and documentation
a pleasant phone demeanor and success working in a team environment
experience working with standard office equipment including PCs, scanners and copiers

Responsibilities

opening, maintaining and closing accounts
verifying the receipt of assets and cost basis information for new accounts
interacting daily on the phone and in-person with prospective and existing clients, handling basic inquiries and involving others when needed
scheduling appointments, maintaining calendars and schedules, and coordinating meetings, events, and travel arrangements
posting receipts and incoming cash, and setting up unique assets
verifying available funds for disbursement
managing correspondence to and from clients, regulators, the IRS and others