First State Bank and Trust · 14 hours ago
Trust Administration Specialist
Bayport,MN,US
Full-time
Onsite
Entry Level
1+ years expFirst State Bank and Trust is dedicated to managing trust funds and advising clients on investments. The Trust Administration Specialist will onboard and service Trust clients, providing administrative support and ensuring compliance with applicable laws and regulations.
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Responsibilities
Preparing opening paperwork for new clients
Opening/setup of new accounts on Trust software
Providing ongoing customer service
Supporting Estate administration
Annually reviewing accounts
Closing accounts when funds have been fully distributed
Managing the Trust Portal site, DocuSign, and other computer programs to maintain online accounts, etc
Assisting with Trust events
Provide administrative support to a team of Trust Officers and Senior Trust Officers in providing trust services to clients
Screen and respond to calls, voicemails, correspondence, emails, and faxes, understanding priorities and taking appropriate action
Manage appointment calendars and effectively perform a variety of scheduling activities
Assist with meeting preparation
Assist in Designing, producing, and distributing reports and presentation materials as requested
Provide general administrative support, including copying, mailing, faxing, filing, and scanning
Coordinate the production and distribution of a variety of reports
Listen to and seek to understand the client’s needs/problems
Maintain knowledge of applicable laws, regulations, policies, and procedures pertinent to this position and follow them conscientiously while fulfilling your duties
Complete other duties as assigned
Qualification
Required
High School diploma/GED
A minimum of 1-2 years of experience in a financial institution role or equivalent combination of education and related work experience in financial services or Trust services
Technical knowledge with proficiency in Microsoft-based applications and the ability to learn new software and assist others with the use of that software
Exceptional organizational and problem-solving skills, as well as a high capacity for multi-tasking
An ability to work independently, efficiently, and responsibly
Adaptable and willing to take on new challenges and opportunities
Eagerness to learn in this position is essential
Preferred
Two- or four-year post-secondary degree preferred
Previous experience working with clients over the phone, following processes, and understanding product changes is preferred
Benefits
401(k)
401(k) matching
Dental Insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision Insurance
STD/LTD Insurance
EAP
Company
First State Bank and Trust
First State Bank and Trust is a financial services company offering banking, lending, and mortgage services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Howard
Chief Executive Officer
Peter Matzek
Chief Financial Officer
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