Trust Administrative Assistant

Trust Administrative Assistant

Position Type Full Time

Description

Job Purpose

To make a positive long-term contribution to the growth and profitability Trust & Wealth Management by:

1. Assisting Trust Officer(s) in providing excellent customer service to internal and external clients.
2. Maintaining the quality and integrity of services provided to clients of Trust and Wealth Management.

Key Responsibilities

• Assist Trust Officers/Administrators with administrative duties, including reviewing trust agreements, preparing correspondence, meeting with clients, and responding to client requests.
• Process timely and accurate client deposits, disbursements, and account transactions.
• Open and close accounts in compliance with internal policies and procedures.
• Monitor timely and accurate remittance of client income tax returns and quarterly estimates.
• Verify insurance coverage for trust properties, monitor real estate inspections and appraisals, and maintain appraisal district valuation records.
• Assist with trust reviews by researching information and ensuring all approved changes are updated in the trust accounting system.
• Monitor daily transaction reports and daily cash ledger reports to ensure accuracy.
• Open, date-stamp, and distribute incoming mail.
• Image and file trust-related documents; maintain investment and periodical resource books.
• Process incoming oil and gas revenue checks.
• Perform other job-related duties as assigned.

Qualifications

Minimum Requirements:

• High school diploma.
• Associate's degree or equivalent professional experience.
• Strong oral and written communication skills.
• Excellent customer service skills.
• Proficient in Microsoft Office and general office equipment.
• Basic knowledge of accounting principles.

Preferred Qualifications:

• Bachelor's degree in Business or related field.
• Familiarity with trust accounting systems.
• Proficiency in word processing and spreadsheet software.
• Experience working in a bank or financial institution.
• Understanding of various banking departments.
• Ability to work independently and collaboratively in a team environment.
• Strong time management, organizational, and interpersonal skills.
• Detail-oriented with strong planning capabilities.