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