Trust Associate jobs in United States
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Central Bank ยท 13 hours ago

Trust Associate

Central Trust Company provides world class wealth management solutions, and they are seeking a Trust Associate to manage client relationships and provide top-tier client service. The role involves administrative support, client communication, and facilitating special projects within a team atmosphere.

FinanceFinancial Services

Responsibilities

Provide administrative support to the Trust, Tax and Investment Officers
Interactive use of the AddVantage trust accounting system and Fidelity custodial system
Communicate and provide daily assistance with client matters and accounts
Perform various support duties such as: answering phones, copying documents, daily remittances/receipts processing
Facilitate special projects assigned by Department Manager
Other duties as assigned

Qualification

Client serviceOrganizational skillsCommunication skillsMicrosoft OfficeAttention to detailSelf-starterTeam-orientedEffective listener

Required

Excellent communication, customer service and organizational skills
Professional office appearance and demeanor. Confidentiality a must
Attention to detail, aptitude with numbers and proficient organizational skills critical
Ability to read and interpret operating instructions and policy and procedure manuals
Ability to speak effectively with clients and employees
Capable of drafting grammatically correct correspondence
Working knowledge of Microsoft Office, specifically Word and Excel
Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously

Company

Central Bank

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Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states.

Funding

Current Stage
Public Company
Total Funding
unknown
2019-04-10Acquired
1998-07-01IPO

Leadership Team

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Bill Ferguson
President and CEO
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Marshall Abney
President & CEO
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Company data provided by crunchbase