Trust Operations Assistant
City National Bank of WV•Beckley, WV
•Onsite
About The Position
Assists Trust Operations Manager and Trust Division staff with all operations functions.
Requirements
- High school degree or GED required
- Six months experience in customer service
- Strong attention to detail
- Computer proficiency: Word, Excel, Access, Accounting software
Responsibilities
- Processes day-to-day transactions in current assigned job duties
- Prepares reports, disbursements, inventories, reconcilements, etc. that may be required; responsible for operating procedures pertaining to Trust function
- Assists with customers' problems, prospective customers or representative of other departments
- Assists in special projects
- Assists in carrying out the overall direction of the department
- Assists in the management of accounts by seeing that such functions as valuation of assets, investment review, liquidity realization, tax planning, court reporting, assets distribution, fee determination, tax reporting and payment are executed and prepares and/or types reports
- Performs various administrative duties such as: preparing letters, reports, memorandums, maintaining files of correspondence, and reports
- Provides customer service support through answering the telephone, taking messages, etc.
- Adheres to all regulatory compliance policies and procedures
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
