Trust Associate

CENTRAL BANCOMPANY, INC.•Clayton, MO

4d•Onsite

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.

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
Active listener
Effective communicator
People-focused
Team-oriented
Self-starter
Detail oriented
Ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities

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
Work directly with the Wealth & Trust Advisor in managing client relationships
Build efficiency within existing operations
Provide top-tier client service
Monitor and schedule client review meetings
Prepare essential paperwork for client transactions
Process client requests
Conduct account research to solve problems
Facilitate and follow through with actionable solutions