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 STATEMENT
Performs various clerical duties relating to the processing and administration of trust accounts. Includes opening and closing trust accounts, arranging asset transfers, updating trust account records, paying bills, and disbursing proceeds. Performs general clerical functions in support of the Wealth Management department and the Executive Leadership team.
PRINCIPLE DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
KNOWLEDGE, SKILLS & ABILITIES
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0 Trust Administration Assistant jobs found in Oklahoma City, OK area