Trust Assistant

Argent Financial Group•Nashville, TN

22h•Onsite

About The Position

This position reports directly to the Market President to support the activities of the local market. This position is salaried, non-exempt. The Trust Assistant will be required to accurately report time worked. All overtime must be pre-approved.

Requirements

Accurately report time worked
Overtime must be pre-approved
Ability to perform each essential duty satisfactorily
Knowledge, skill, and/or ability required
Bachelor’s degree in Business Administration, Banking, Finance, Accounting, or related field
Three to five years of experience required in field related to position
An equivalent combination of education and experience

Responsibilities

Provide administrative and clerical support for Trust Officer(s) and Portfolio Manager(s) including, but not limited to, trust transactions (disbursements, income, etc.), submitting investment trades, preparation of correspondence as requested, preparation of discretionary request documentation for Trust Committee, preparation and/or facilitation of maintenance for special assets.
Opening, closing and maintenance of accounts
Monitoring of cash balances for overdrafts or large balances
Coordination of tax reporting
Perform research, documentation and database input as requested
Preparation of client and marketing presentations
Corresponds with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction
Handles routine questions from clients
Process incoming and outgoing mail
Maintaining excellent and well-organized records and files
May attend meetings with officer(s) as necessary
Answer phones and greet visitors, clients, centers of influence and prospects
Performs any and all other duties assigned by Market President for which the employee is qualified and physically able to perform with or without reasonable accommodations.