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)
ABOUT THE ROLE
F&M Trust is looking to hire an Assistant Community Office Manager (ACOM) for our Carlisle Crossing Community Office, which is located near the Carlisle Crossing Shopping Mall off York Road. While reporting directly to the Community Office Manager, this individual will be responsible for the daily operations of the office, which includes leading the internal sales activities, promoting exceptional customer experiences, and ensuring operational standards are upheld. To lead the charge in sales activities, this individual will exemplify a holistic relationship management approach by opening a variety of consumer and business deposit accounts, taking consumer loan applications, referring customers for other bank products and services, promoting team sales success within the office, and more. This individual will provide leadership to a Lead Financial Services Representative (Lead FSR), and indirectly supervise, mentor, motivate, and encourage three Financial Services Representatives (FSR).
This Assistant Community Office Manager will work approximately 40 hours per week and receive a competitive salary and comprehensive benefits package.
BENEFITS INCLUDE
MINIMUM QUALIFICATIONS
If this is something that raises any interest, and you have the minimum experience and drive to deliver solid management, sales, and customer service results, we encourage you to complete an employment application. We'll be in contact with the most qualified applicants who meet our hiring criteria in the upcoming weeks to get interviews started.
COMPARABLE JOB TITLES
Our job title here at F&M Trust is Assistant Community Office Manager, while other companies may use Assistant Branch Manager, Branch Sales Assistant Manager, Bank Branch Assistant Manager, Branch Sales Leader, Platform Leader, or Branch Internal Sales Leader.
F&M Trust is an Equal Opportunity Employer - M/F/Disability/Vet/SO
Clear All
0 Trust Administration Assistant jobs found in Harrisburg, PA area