Trust Administrative Assistant

Company: Central Bancompany
Location: Jefferson City
Posted on: May 25, 2023

Job Description:

This is a multi-faceted position including serving the public, clients, professionals and other employees. The specialized nature of trust and investment management accounts make this an excellent opportunity to acquire skills and knowledge in an area that can offer lifelong career opportunities. Interactive use of the trust accounting system, as well as the banking system, will be taught on the job if necessary.PRIMARY DUTIES & RESPONSIBILITIES:Provide administrative support to the Relationship Managers, Portfolio Managers and BDO on all accountsProvide daily assistance with client matters and accountsManage and facilitate communication with clients including proactive scheduling ofreview meetings.Prioritize and manage multiple projects simultaneouslyPerform various support duties such as: answering phones, copying documents, recording minutes for meetings, etc.Facilitate special projects assigned by Department ManagerOther duties as assignedRequirements:Minimum High school graduate (some college preferred) and 5 years related experience or trainingExcellent communication, customer service and organizational skillsProfessional office appearance and demeanor.Confidentiality is a mustKnowledge of estate planning and investment teams are helpfulAttention to detail, aptitude with numbers and proficient organizational skills criticalAbility to read and interpret operating instructions and policy and procedure manualsAbility to speak effectively with clients and employeesCapable of drafting grammatically correct correspondenceWorking knowledge of Microsoft Office, specifically Word and ExcelAbility to use initiative, work independently, perform multiple tasks and meet deadlines

Keywords: Central Bancompany, Jefferson City , Trust Administrative Assistant, Administration, Clerical , Jefferson City, Missouri