Trust Administrator Assistant

  • location: Wilmington, DE
  • type: Permanent
  • salary: $40,000 - $45,000 per year
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job description

Trust Administrator Assistant

job summary:
Thank you for your interest in this opportunity. This company believes associates deserve more than just a job. They believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Job Description

Trust Assistant provides general and administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

location: Wilmington, Delaware
job type: Permanent
salary: $40,000 - 45,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
  • Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner
  • Communicates with clients and internal sales and support staff regarding account openings, closings, and asset transfers
  • Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner
  • Processes basic Trust transactions in a timely manner
  • Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
  • May research tax and compliance issues
  • Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures
  • Creates and organizes PowerPoint slide presentations and Excel spreadsheets
  • May attend client meetings with Trust Officer and perform special projects as assigned
  • Bachelors Degree is preferred
  • Three (3) years experience with Trust or Wealth management
  • Accurate typing, spelling and grammar skills required
  • Experience in trust administrative role with a solid understanding of trust office processes
Skills And Competencies

  • Proficient in computer software systems to include word processing, databases and spreadsheets
  • Excellent organizational and customer service skills
  • Excellent written and oral communication skills
  • Good analytical and problem-solving skills, including attention to detail
skills: Trust & Estate Tax
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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