Trust Assistant

Trust Assistant

The Trust Assistant assists customers and employees with a variety of issues related to the trust department. This position provides frontline assistance to trust department customers and assists Trust Officers with the administrative duties for trust accounts, including regular client communications.

Essential duties and responsibilities include:

• Answering phones and greeting visitors, clients, centers of influence and prospects.
• Completing a broad variety of administrative tasks for officers and managers.
• Maintaining well-organized records and account files, including scanning and filing.
• Maintaining a very high level of confidentiality in all matters related to internal and external clients, prospects and centers of influence.
• Corresponding with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction.
• Facilitating and coordinating trust marketing events as approved by the Senior Trust Officer.
• Resolving customer issues/concerns with online access and trust account systems.
• Attending meetings with officers as necessary.
• Providing assistance with special projects as assigned.
• Completing required BSA/AML training and other compliance training as assigned.
• Working in a constant state of alertness and in a safe manner.
• Performing any other related duties as required or assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and experience:

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, and 1 to 6 months related management experience, or equivalent combination of education and experience.

Communication skills:

Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; ability to write and speak simple sentences as a means for basic communication. Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

Mathematical skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical thinking skills:

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

Required certificates, licenses, registrations:

Not indicated.

Preferred certificates, licenses, registrations:

Notary Public

Software skills required:

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Contact Management, Database, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing

Working conditions:

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

Environmental conditions:

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical activities:

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; color vision; depth perception; and ability to adjust focus.

Additional information:

-Superior attention to detail.

-Proficiency with Microsoft Office (Excel, Word, Outlook).

-Excellent communication skills.

-Strong writing skills.

-Ability to perform multiple tasks and assignments in a changing environment with competing priorities while meeting tight deadlines.

-Basic knowledge of principal and income accounting.

-Develop proficiency with the trust accounting system.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.