
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