Trust Administrative Assistant

Job Purpose

To make a positive long-term contribution to the growth and profitability Trust & Wealth Management by:

• Assisting Trust Officer(s) in providing excellent customer service to internal and external clients.
• Maintaining the quality and integrity of services provided to clients of Trust and Wealth Management.

Key Responsibilities

• Assist Trust Officers/Administrators with administrative duties, including reviewing trust agreements, preparing correspondence, meeting with clients, and responding to client requests.
• Process timely and accurate client deposits, disbursements, and account transactions.
• Open and close accounts in compliance with internal policies and procedures.
• Monitor timely and accurate remittance of client income tax returns and quarterly estimates.
• Verify insurance coverage for trust properties, monitor real estate inspections and appraisals, and maintain appraisal district valuation records.
• Assist with trust reviews by researching information and ensuring all approved changes are updated in the trust accounting system.
• Monitor daily transaction reports and daily cash ledger reports to ensure accuracy.
• Open, date-stamp, and distribute incoming mail.
• Image and file trust-related documents; maintain investment and periodical resource books.
• Process incoming oil and gas revenue checks.
• Perform other job-related duties as assigned.

Minimum Requirements:

• High school diploma.
• Associate’s degree or equivalent professional experience.
• Strong oral and written communication skills.
• Excellent customer service skills.
• Proficient in Microsoft Office and general office equipment.
• Basic knowledge of accounting principles.

Preferred Qualifications:

• Bachelor's degree in Business or related field.
• Familiarity with trust accounting systems.
• Proficiency in word processing and spreadsheet software.
• Experience working in a bank or financial institution.
• Understanding of various banking departments.
• Ability to work independently and collaboratively in a team environment.
• Strong time management, organizational, and interpersonal skills.
• Detail-oriented with strong planning capabilities.