ANB Bank · 3 weeks ago
Trust Administrative Assistant I, II, or III
Colorado Springs, CO
Full-time
Onsite
New Grad, Entry, Mid, Senior Level
$18/hr - $25.25/hr
0+ years expANB Bank is a community bank with a commitment to excellence and helping communities prosper. The Trust Administrative Assistant role involves providing administrative support for trust accounts, managing client relationships, and ensuring compliance with fiduciary principles.
Financial ServicesInsuranceVenture Capital
Responsibilities
Manage client relationships, monitoring internal compliance and trustee requirements, participate in the coordination of the operations and investment processes to ensure correct procedures, accuracy, and timeliness requirements are met
Develop sound working relationships with customers, employees, and outside professionals, such as attorneys and CPAs
Maintain active communications with clients to ensure client’s needs are being met
Coordinate with other ANB Financial Services personnel in the maintenance and service of accounts
Proficient with Microsoft Word, Excel and Outlook. Adept at learning new software, including the trust accounting platform
Ability to review documents and assist in set up of new accounts
Assist in performing account reviews
Coordinate and renew compliance requirements per legal documents to ensure proper actions are being taken
On-going maintenance of customer accounts, including maintaining correct client instructions
Respond to customer inquiries in a timely and professional manner
Monitor accounts for sufficient cash balances to avoid overdrafts
Coordinate with customers and portfolio managers for purchase and settlement of investments and other transactions
Process account transactions. Verify the accuracy of posted transactions
Deliver high quality of service as defined by department standards
Ability to multi-task and prioritize daily tasks efficiently as well as manage ongoing projects
Maintain a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures
Maintain confidentiality as defined by department standards
Supports the company’s Mission, Vision, and Values
Other duties may be assigned
Qualification
Required
0 – 3 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience for Trust Administrative Assistant I
3 - 6 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience for Trust Administrative Assistant II
6+ years of experience in trusts, accounting, and investments; or equivalent combination of education and/or experience for Trust Administrative Assistant III
Proficient with Microsoft Word, Excel and Outlook
Adept at learning new software, including the trust accounting platform
Ability to review documents and assist in set up of new accounts
Ability to multi-task and prioritize daily tasks efficiently as well as manage ongoing projects
Maintain a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures
Maintain confidentiality as defined by department standards
Deliver high quality of service as defined by department standards
Respond to customer inquiries in a timely and professional manner
Manage client relationships, monitoring internal compliance and trustee requirements
Develop sound working relationships with customers, employees, and outside professionals, such as attorneys and CPAs
Maintain active communications with clients to ensure client's needs are being met
Coordinate with other ANB Financial Services personnel in the maintenance and service of accounts
Assist in performing account reviews
Coordinate and renew compliance requirements per legal documents to ensure proper actions are being taken
On-going maintenance of customer accounts, including maintaining correct client instructions
Monitor accounts for sufficient cash balances to avoid overdrafts
Coordinate with customers and portfolio managers for purchase and settlement of investments and other transactions
Process account transactions. Verify the accuracy of posted transactions
Benefits
Minimum 4 Weeks of Paid Time Off (PTO)
11 Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
Company provided Live, AD&D, and Disability Insurance with supplementation options
401(k) plan with discretionary company match and profit sharing
Discretionary annual bonus and employee referral incentives
Employee Assistance Program (EAP)
Tuition Reimbursement Program
Spanish Communication Assistant Program Incentive
Employee Banking Products
Company
ANB Bank
ANB Bank is a bank that offers loan, banking, and investment management services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Patterson
Chief Operating Officer
Frankie Cole
Chief Credit Operations Officer
Recent News
The Business Times
2026-01-03
The Business Times
2025-03-01
2024-04-26
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