Trust & Wealth Administrative Assistant

Dacotah Bank • Aberdeen, SD

1d • Onsite

About The Position

This position will provide administration support for the trust department, with special emphasis on assisting trust business development advisors and trust administration advisors with specific administration responsibilities as assigned.

Requirements

• High School diploma or equivalent required
• Ability to manage a variety of tasks and work independently.
• Excellent human relations skills to deal effectively with team and vendors.
• Sufficient skill in keyboarding and knowledge of Word, PowerPoint and Excel.
• Excellent organizational skills and attention to detail.
• Customer service orientation.

Nice To Haves

• college degree or applicable experience preferred.
• Experience in a trust department and with trust accounting systems a plus.

Responsibilities

• Assist Officers with trust client annual reviews
• Assist Officers with year-end annual statements
• Assist Officers with year-end tax worksheet
• Assist Investment Officer with streamlining investment area including buys, sells, valuations
• Account opening and closing duties
• IRA annual statements and 1099R
• Correspondence, presentation materials, mail and phone calls.
• Creates and maintains proper account documentation and files account related material
• Assist with client requests, inquiries and meetings.
• Perform other duties as assigned.

Benefits

• Health Insurance- Dacotah Bank pays 100% of the premium, family and individual coverage
• Dental Insurance- Dacotah Bank pays 100% of the premium, family and individual coverage
• Health Savings Account
• Life Insurance for the employee and family
• Paid Vacation and Sick Time
• Retirement Plan Options
• Additional Perks and Benefits

What This Job Offers

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