Trust Office Assistant

FIRST STATE BANK & TRUST•Williston, ND

8d•Onsite

About The Position

The Trust Office Assistant supports operations throughout the Trust Department, including maintaining and scanning files, providing backup for other office personnel, and performing secretarial and administrative duties. The role requires accuracy, professionalism, attention to detail, and a high level of confidentiality when handling client records and information. The assistant supports Trust Officers and Administration with client service, account reviews, research, meetings, and administrative processes. The position is full-time, based in Williston, North Dakota, with regular hours of 8:00 a.m. to 5:00 p.m., Monday through Friday. Occasional evening or weekend work and some travel may be required.

Requirements

High school diploma or equivalent.
Strong organizational skills, ability to multitask, and close attention to detail.
Ability to work under pressure and meet deadlines while handling multiple interruptions.
Good oral and written communication skills.
Ability to learn quickly, work as part of a team, and enjoy working with people.
Computer and ten-key proficiency.
Experience using Microsoft Office applications, including Excel and Microsoft Word.
Basic calculator skills and ability to use office machines.
Strong ethics and ability to protect the confidentiality of client records.

Nice To Haves

General knowledge of accounting or a bookkeeping background.

Responsibilities

Answer phones promptly using proper and professional phone etiquette.
Greet customers, make them feel welcome, and direct them to appropriate personnel.
Scan and archive file documents and assist with distributing tax forms to clients during tax season.
Schedule appointments for Trust Officers and create and distribute correspondence to employees and clients.
Assist Trust Officers and Administration with researching projects, problems, and questions.
Assist with annual account reviews.
Assist with farm inspections and matters involving real estate and minerals.
Receive and review client mail and pay bills as necessary.
Prepare distribution calculations.
Research outstanding unclaimed property with the State of North Dakota.
Assist with client meetings, both in person and electronically.
Listen for opportunities to sell and cross-sell services provided by the Bank when interacting with clients and the public.
Maintain a public profile through involvement in community and bank organizations and events.
Develop general knowledge of the trust business and Trust Department operations.
Perform other duties as assigned.