Trust Associate

CENTRAL BANCOMPANY, INC. • Clayton, MO

2d

About The Position

Central Trust Company provides world class “fee-only” wealth management
solutions, including: investment management, fiduciary services, financial,
estate and tax planning services; all free from conflicts of interest. You can
benefit and grow your business by utilizing the vast resources and platform
available to our advisors. We pride ourselves on providing legendary client
service, being mindful of our Midwest values and never forgetting our roots,
dating back to 1902.

We are seeking someone that enjoys client service and participates in a team
atmosphere. As an Account Associate, you will work directly with the Wealth &
Trust Advisor in managing client relationships, building efficiency within
existing operations, and providing top-tier client service. To be successful in
this role, you will need to be an active listener, effective communicator,
people-focused, team-oriented, self-starter, and detail oriented. Daily duties
include administrative support: monitoring and scheduling client review
meetings, preparing essential paperwork for client transactions, processing
client requests, account research to solve problems, facilitate and following
through with actionable solutions. The ability to organize, prioritize, and
manage multiple tasks, often under strict deadlines, frequent interruptions, and
changing priorities

Requirements

• Excellent communication, customer service and organizational skills
• Professional office appearance and demeanor. Confidentiality a must
• Attention to detail, aptitude with numbers and proficient organizational skills critical
• Ability to read and interpret operating instructions and policy and procedure manuals
• Ability to speak effectively with clients and employees
• Capable of drafting grammatically correct correspondence
• Working knowledge of Microsoft Office, specifically Word and Excel
• Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously

Responsibilities

• Provide administrative support to the Trust, Tax and Investment Officers
• Interactive use of the AddVantage trust accounting system and Fidelity custodial system
• Communicate and provide daily assistance with client matters and accounts
• Perform various support duties such as: answering phones, copying documents, daily remittances/receipts processing
• Facilitate special projects assigned by Department Manager
• Other duties as assigned

What This Job Offers

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