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Trust Administrative Intern

Farmers & Merchants Bank of Long Beach · Santa Barbara, California, US

Job SummaryThe Trust Administrative Intern will be assigned a designated office of Farmers and Merchants Trust Company (FMTC) to help manage trust relationsh...

Job description

Job SummaryThe Trust Administrative Intern will be assigned a designated office of Farmers and Merchants Trust Company (FMTC) to help manage trust relationships for that location and perform administrative tasks. This position provides clerical and operational support to design/complete tasks, projects, and related activities for executives, administrators, or officers in order to meet the goals and objectives of the Trust Company. Essential DutiesResponsible for greeting clients and customers to the office, and scheduling client appointments.Maintain and order administrative supplies, when necessary, and in a cost-effective manner.Sort and distribute daily mail.Provide office indexing support to a designated office for the imaging system.Update client & customer information into a customer relationship management (CRM) system.Execute communication plan (expectations) agreed to by the immediate supervisor.Support the Trust staff in any task assigned.Work with other departments of the Trust Company on behalf of the immediate supervisor and/or designated office to perform designated tasks.Interface with FMTC clients, attorneys, CPAs, and other professionals in the industry, as needed...