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Midwest Trust Company · 1 month ago

Trust Administrative Assistant

Boulder, CO

Full-time

Onsite

Entry Level

1+ years exp

Midwest Trust Company is a full-service wealth management institution offering complete trust services. They are seeking a Trust Administrative Assistant to support Personal Trust Administrators in managing trust accounts and ensuring efficient administration of client inquiries and documentation.

BankingCrowdfundingFinancial Services

Responsibilities

Assist clients with inquiries, request and account maintenance

Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed

Maintain accurate client records and documentation

Assist Trust Officers with administrative tasks related to trust account administration, including opening and closing accounts, processing transactions, and maintaining account files

Prepare account paperwork and documentation, ensuring compliance with regulatory requirements and internal policies

Coordinate with internal departments and external parties to facilitate trust administration processes

Organize and maintain electronic and physical filing systems for trust documents, correspondence, and other records

Assist with scanning, indexing, and archiving documents in accordance with document retention policies

Provide general administrative support to the trust department, including answering phones, managing calendars, scheduling appointments, and ordering supplies

Assist with special projects and initiatives assigned by management

Qualification

Trust administration knowledgeMicrosoft Office SuiteData management systemsOrganizational skillsLife Insurance experienceVerbal communicationWritten communicationAttention to detailConfidentiality