Trust Administrative Assistant jobs in United States
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Pioneer Trust Bank · 6 days ago

Trust Administrative Assistant

Pioneer Trust Bank is seeking a professional and personable individual for the role of Trust Administrative Assistant. This position involves assisting Trust Department employees in providing accurate and timely information to trust customers and beneficiaries while maintaining confidentiality.

BankingFinanceFinancial Services

Responsibilities

Assist Trust officer with the creation of new accounts, management of ongoing trust accounts, preparation of documents for closing accounts, and any other tasks assigned by the Trust Officer
General Trust Administration Department Duties
Create electronic and paper files for opening and review closing accounts
Monitor and review account assets and transactions
Prepare various court documents, forms, schedules, correspondences, and committee meeting minutes
Special projects as assigned
Operate all trust and banking computer software

Qualification

Trust AdministrationMicrosoft WordMicrosoft ExcelCustomer ServiceEffective Communication

Required

High School GED or equivalent
Ability to complete multiple and varying client requests in a timely fashion
Ability to communicate effectively in-person, via phone, and email
Microsoft Office/Computer Knowledge required, specific emphasis on Word and Excel

Benefits

Medical (85% of employee coverage paid by company)
Dental (85% of employee coverage paid by company)
Vision Insurance (85% of employee coverage paid by company)
401(k)
Life and Long-Term Disability Insurance (100% company paid)
Generous Profit Sharing
Health & Dependent Care Reimbursement Accounts
Employee Assistance & Wellness Program (100% company paid)
Vacation & Sick Leave
Up to 11 Paid Holidays
Tuition Reimbursement
Banking Privileges
Ongoing professional development

Company

Pioneer Trust Bank

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Pioneer Trust Bank is a banking and financial services provider company.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase