Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
SUMMARY
Performs a variety of administrative functions within a private label company.
Key productivity words: natural driver, self-motivated, communicator, highly organized, anticipate needs, result orientated, proactive not reactive approach, follow through, cleanliness & clutter, curious,
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
EDUCATION and/or EXPERIENCE
Must be fluent in Microsoft office. This position requires a highly organized individual that is self motivated and takes charge, is dependable and responsible, enjoys new opportunities and challenges, enjoys working with and developing people, deals with criticism calmly and effectively, is careful about detail and is thorough in completing tasks as assigned and on time, is flexible and open to change
LANGUAGE SKILLS
Able to read, analyze, and interpret ingredient specifications and recipes, general business periodicals, and or governmental regulations. Able to effectively present information and respond to questions from customers, staff and owners.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of weights and measures. Ability to apply concepts such as ratios, and proportions for ingredient and nutritional information.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is frequently required to reach with hands and arms; and talk or hear. The employee is required to regularly stand, stoop, kneel and walk. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
WORK ENVIRONMENT
The noise level in the work environment is usually quiet. The work environment is quick paced in close quarters.
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