Skip to main content

This job has expired

Trust Administrative Assistant

Employer
Westport One
Location
Rapid City
Salary
Competitive

View more

Trust Administrative Assistant

Our client is a privately held Trust Company administering over 1 billion in assets under management.

Primary Responsibilities:

- Interacts with Trust Officers, Administration Team, new/existing clients, and attorneys to facilitate proper opening and funding of accounts, in addition to closing of accounts

- Interacts with Trust Officers to facilitate distributions and contributions to Trusts in a timely manner to provide clients with needed funds

- Handles ongoing administration of Trusts to include account applications and documents from financial institutions, as well as, but not limited to, CPA's, attorneys, etc.

- Coordination of meetings, calendar management, and answering phones

- Prepares client account reviews for assigned officers

- Familiar with and responsible for adherence to all Trust Department policies and procedures

- Prepares various administrative presentations, reports, memos and letters as requested

- Processes tax returns for all Trusts

- Responds to client inquiries in a courteous, tactful and confidential manner

Qualifications:

- Experience with financial, trust, legal or tax transactions preferred

- Demonstrates organizational skills with the ability to prioritize and juggle competing demands

- Ability to meet time constraints without constant supervision

- Professionalism and courtesy in working with customers and employees

- Strong interpersonal, written and oral communication skills

- Strong computer skills, including proficiency in Microsoft Office

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 400 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at .

To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)

  • Email your resume in WORD format to . Please refer to job reference code JMS/SDadminassistant in the subject line.

  • Fax resume with cover letter to: . Attention: Kim Carlson. Please refer to job reference code JMS/SDadminassistant

NO CALLS PLEASE

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert