We take pride in our employees.
Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities. And that starts with our employees.
We offer employment opportunities with an exceptional compensation and benefits package including profit sharing, medical, dental, 401k options, personal time off, an environment that promotes professional development, and more.
Trust Administrative Assistant - Glencoe, MN
Job Location: Glencoe
Position type: Full-time
Yearly Salary: $40,000 - $50,000
Security Bank is looking for an Administrative Assistant to provide primary support to Trust Officers along with various routine and non-routine administrative support functions within the Trust Department.
Responsibilities:
- Ensure all new, current and closed accounts have appropriate paperwork
- Execute timely and accurate correspondence with clients as necessary for administration of their accounts
- Organize and prepare for client meetings
- Assume responsibility as directed for routine fiduciary duties connected with an account when client dies
- Assist in the preparation of annual accountings for court
- Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts
- Assist with annual reviews on assigned accounts
- Responsible for maintaining all trust customer filing as instructed by the Trust Officer
- Maintain and organize account files
- Perform miscellaneous assignments as needed including delivery of documents, typing and data entry
- Create graphs and charts for presentations to existing and prospective clients
- Answer and direct phone calls
- Assist Trust Officers with problem resolution and/or account maintenance and day-to-day operational issues
Qualifications:
Successful candidates possess organizational skills, functional and technical skills, effective written communication, and problem solving skills