Trust Associate

Job Description

Job Description

We are seeking a detail-oriented Trust Administrative Assistant / Associate to provide high-level administrative support to our Trust Officers in managing assigned trust accounts. In this dynamic role, you will operate both independently and collaboratively to maintain compliance, manage account files, oversee a critical tickler system, and process various payments and distributions. The ideal candidate possesses outstanding organizational, communication, and analytical skills, along with a strong ability to prioritize tasks, make sound independent decisions, and thrive under pressure in a fast-paced team environment. $21/hr, full time, on site

• Prior experience in administrative support, office operations, or a related assistant role.
• Strong data entry skills with a high level of accuracy and attention to detail.
• Proficiency in Microsoft Excel and Microsoft Word for tracking, reporting, and document preparation.
• Ability to manage multiple priorities, stay organized, and meet deadlines with limited supervision.
• Clear written and verbal communication skills and a dependable follow-up approach.
• Comfortable working both independently and collaboratively in a detail-focused office environment.
• Familiarity with trust, brokerage, or financial account support is preferred.
• Knowledge of securities concepts such as stocks, bonds, dividends, and interest is a plus.