Trust Assistant - JoCo : Job Details

What is the position?

The Trust Assistant will play a pivotal role in the success of the firm through administrative and clerical support, while corresponding with clients and prospects.

What will you do?

As a Trust Assistant, you will:

• Assist team members with administrative tasks such as handling trust transactions, correspondence, and documentation for discretionary requests.
• Uphold confidentiality and communicate with clients, potential clients, and other stakeholders, answering regular questions.
• Support local market activities.
• Open/ maintain accounts and monitor cash balances.
• Support tax reporting processes.
• Conduct research and input data into relevant databases.
• Assemble presentations for clients and marketing.
• Complete other administrative tasks such as attending meetings, addressing visitors, answering phone calls, providing customer service, and keeping records organized.

What are the requirements?

• Bachelor's Degree in Finance, Business, Economics or related
• Experience in the Financial Industry, Wealth Management, or related
• Marketing/sales experience
• Trust/banking experience preferred
• Able to read, interpret, and write general business reports, correspondence, manuals, journals, etc.
• Experience with MS Office (Excel, Word, PowerPoint, etc.)
• Ability to multitask and prioritize appropriately
• Ability to troubleshoot issues
• Excellent communication skills

You would be really happy working here if:

• You can strategize, understanding the goals of the company, and creating effective plans to achieve those goals.
• Roadblocks don't intimidate you. You understand how to successfully evaluate problems and develop appropriate solutions.