Trust Company Executive Assistant

Riverview Bank•Vancouver, WA

5d•$65,000 - $80,000•Onsite

About The Position

Under the direct supervision of the Trust Company executive leadership team, this position provides high-level administrative, client service, and operational support for Riverview Trust Company. The role supports executives, trust officers, and team members through strategic scheduling, confidential correspondence, meeting preparation, recordkeeping, project coordination, and follow-up related to trust administration, fiduciary services, client relationships, and department operations.

Requirements

4+ years of administrative, executive support, banking, financial services, trust, wealth management, or related experience preferred.
High School diploma or GED required
Working knowledge of executive administrative support, office operations, client service, and financial services environments.
Skilled in Microsoft Word, Excel, Outlook, PowerPoint, scheduling systems, and department-specific tools.
Manages complex calendars, competing priorities, client meeting logistics, project deadlines, records, files, mail routing, expense reporting, and follow-up items with strong attention to detail and minimal supervision.
Demonstrates discretion, integrity, service excellence, and care in every interaction.
Works closely with trust officers, executives, operations partners, and cross-functional teams to support seamless service delivery.
Demonstrated curiosity and adaptability in leveraging evolving digital tools and artificial intelligence (AI) to enhance administrative efficiency, reporting accuracy, client service, workflow tracking, and decision support.
Willingness to continuously learn and responsibly apply emerging technologies in alignment with confidentiality, fiduciary, regulatory, and ethical standards.
Regularly required to effectively communicate via phone/video, messaging, and email.
Required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office.
May also frequently be required to occupy a workstation for long periods of time.

Nice To Haves

additional coursework or experience in business, banking, finance, trust administration, fiduciary services, or office administration preferred.
Familiarity with trust administration, fiduciary services, wealth management, account paperwork, corporate records, and regulatory expectations is preferred.
May provide informal guidance, backup support, or process assistance to other administrative team members.

Responsibilities

Provides executive-level administrative support to Trust Company leadership, including calendar management, meeting coordination, correspondence, document preparation, filing, and follow-up.
Coordinates Trust Company meetings, client appointments, committee materials, audit and examination scheduling, corporate reporting, licensing renewals, vendor coordination, and special projects.
Prepares, organizes, and maintains highly confidential and sensitive information, including corporate records, client materials, trust administration documents, correspondence, and account-related follow-up.
Serves as a professional point of contact for clients, beneficiaries, attorneys, accountants, advisors, vendors, board members, and internal partners, ensuring timely communication and a high-quality client experience.
Supports trust administration activities by assisting with client meeting preparation, routing mail and communications, tracking referrals and new business, assembling materials, and coordinating account-related documentation.
Identifies opportunities to improve office practices, workflows, tracking tools, and communication processes while following Riverview Trust Company and applicable Riverview Bank policies and procedures.