Trust Assistant I

Job description

JOB SUMMARY : Trust Assistant I lends general administrative assistance to Director, Trust Officers, and other trust assistants. Assists with the administration of trust accounts. May communicate with clients and relay this information to various members of the staff. Works as a member of the trust team. JOB SPECIFICATIONS: 􀁸 Education: High school graduate or GED. College degree preferred or equivalent professional experience. 􀁸 Experience: Minimum of three years office experience with background in financial services or accounting is desirable ESSENTIAL FUNCTIONS: 􀁸 Answer phone and greet trust clients, handle calls related to trust accounts and answer routine inquiries 􀁸 File and scan documents; archive files as necessary 􀁸 Perform some accounts receivable and accounts payable functions 􀁸 Receive, open and distribute incoming mail as required 􀁸 Create and maintain files for current and future business accounts 􀁸 Complete administrative work according to policy, procedure and written processes/checklists 􀁸 Assist with asset transfers and monthly account reviews 􀁸 Perform certifications and inventories in dual custody 􀁸 Assist with tax filings 􀁸 Learn all necessary aspects of the...