Trust Administration Assistant jobs in Nassau, NY

• Performs a variety of administrative duties to support the division; Performs administrative tasks for supervisor and others, as assigned; Serves as back-up for various desks and/or responsibilities within the department, as assigned.
• Assists in meeting preparation and facilitating client and prospect outreach.
• Compiles Capital Region Quarterly Referral Tracking within branch network.
• Responsible for transferring various pieces of correspondence and documentation to electronic format; compiles and/or processes reports, records, etc.
• Responsible for deceased notifications and maintenance.
• Prepares routine correspondence including letters and memos; Responsible for confidential and time-sensitive material.
• Provides client support for the Investment and Trust & Estate Administration functions; Processes numerous and varied account related transactions accurately and efficiently such as manual sweeps, transfers, wires and check requests.
• Handles client bill payments; bill ticklers, remittance set-up, research and processing.
• Produces client presentations incorporating performance reports and oversees production of request for proposals.
• Administers various account related transactions (cash & securities gifting and receipt, charitable donations, educational grants, etc.); maintains an awareness of policies and procedures regarding such transactions.
• Conforms to General Performance Expectation as identified for all employees.

Qualifications/Requirements

• Associate degree in business related field of study preferred, Minimum of 2 years’ experience in related position required
• Proficient interpersonal skills in dealing with clients and all levels of management
• Intermediate skill level in Microsoft Word, Excel and PowerPoint; proficient spelling, grammar and composition skills
• Close attention to detail and good organizational skills
• Excellent written and oral communication skills

Salary Range $18.19 to $28.36 Hourly