Related skills
communication microsoft office teamwork attention to detail trust administration📋 Description
- Support Trust & Fiduciary Advisors in trust services.
- Facilitate account transactions and fund disbursement per documents.
- Review daily reports; monitor overdrafts; resolve issues.
- Open/close accounts per established processes; ensure timeliness.
- Coordinate investments with the investment manager per terms.
- Assist with annual reviews, audits, and client documentation.
🎯 Requirements
- High School diploma or equivalent; degree a plus.
- Effective verbal and written communication.
- Analytical ability and detail-oriented; manage priorities.
- Strong computer skills; MS Office; learn proprietary bank platforms.
- Maintain client confidentiality.
- Team player with reliable attendance; overtime if needed.
🎁 Benefits
- Medical, Dental and Vision coverage.
- Company 401(k) and ESOP contributions.
- Generous sick, vacation, and parental leave.
- Paid holidays.
- Professional development opportunities.
- Tuition reimbursement up to $15,000 lifetime.
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