Trust Administrator Assistant

Summary: Supports Trust Administrator with a portfolio of trust accounts. Major responsibilities include: preparing status updates, preparing for and attending monthly department meetings, reconciling accounts monthly, developing and maintaining beneficiary relationships, and administering the trusts.

Part Time: 3 days/week

Qualifications & Skills:

  • Excellent communications skills – both oral and written. Proven experience in establishing and building client relationships. Listening skills are critical to understanding and meeting the client's needs.
  • Solid organizational skills and attention to detail.
  • Two or more years of experience working in a trust department or customer relations position.
  • Strong technology experience with various accounting and reporting applications, importing / exporting files and developing reports (e.g. QuickBooks, Quicken)
  • Associates Degree or Certificate Program in Business, Accounting, or related discipline.
  • Course work or related experience in accounting.
  • Knowledge of accounting software (Quicken / Quickbooks) and basic accounting principles and practices.
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