Trust Tax Assistant - Commerce Trust

Commerce Bank • Kansas City, MO

6d • $21 - $25 • Onsite

About The Position

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

• Basic knowledge of wealth management services and products
• Demonstrate proficiency in or ability to quickly learn applicable systems, processes and programs
• Demonstrated superior customer service skills and the ability to work independently
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel and Outlook
• High School Diploma or equivalent combination of education and experience required.
• 3+ years related experience in an office environment required

Nice To Haves

• Associate’s degree preferred.

Responsibilities

• Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior level
• Keep organized department records and ensure departmental efficiencies
• Create, maintain and edit documents, spreadsheets, and files.
• Prepare routine correspondence and correspondence of a more confidential and complex nature
• Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests
• Perform administrative duties, including; coordinating supply needs, handling daily mail and shipping needs, preparing billing reports, keeping tax payment schedules, and handling cash movement
• Perform other duties as assigned

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED