Midwest Trust Company · 5 hours ago
Trust Administrative Assistant
Overland Park, KS
Full-time
Onsite
Entry Level
1+ years expMidwest Trust Company is a full-service wealth management institution offering complete trust services. The Trust Administrative Assistant will provide essential administrative support to the trust department, assisting with various tasks related to client services and trust administration.
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
Required
High School diploma or equivalent; associate or bachelor's degree preferred in business related field
Previous experience in administrative support roles, preferably 1 to 3 years of trust administrative experience or financial services environment
Strong organizational skills with ability to prioritize tasks and manage multiple deadlines
Excellent attention to detail and accuracy in data entry and document preparation
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with databased management systems (SunGard Addvantage is a plus)
Excellent verbal and written communication skills
Ability to maintain confidentiality and handle sensitive information with discretion
Regular attendance (Position is on-site)
Preferred
Knowledge of trust administration processes and regulations is preferred
Experience with Life Insurance is a plus
Company
Midwest Trust Company
Midwest Trust Company is a financial services company specializing in investment and wealth management services.
51-200 employees
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase