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)
Looking for a new direction? Find yourself at Bath Savings! We're looking for motivated people who want to build their future in banking. Bath Savings' culture encourages community involvement, supports a healthy work/life balance, and provides opportunities for our staff to grow and thrive. We are committed to investing in our greatest asset -our people - through expansive benefits including tuition reimbursement, wellness program, and pension plan.
As Trust Assistant at Bath Savings Trust Company, your primary responsibility will be to support and assist in the acquisition of quality client relationships and participate in the enhancement of existing client relationships. You will participate in the administration of client accounts with an emphasis on Trust Accounts; and assist Trust Officers in all aspects of the administration of their portfolios and relationships. You will also perform general office duties - such as answering phones, organizing files, assisting other staff members. You will also assist in Trust Officer appointments and scheduling, correspondence, memos, system maintenance, and file maintenance.
Educational Requirements
1. This position may require ongoing education and occasional travel.
2. Excellent communication and interpersonal skills.
3. Ability to work independently.
4. Ability to work confidently and comfortably with high net worth clientele.
5. Trust, investment, or finance skills would enhance one’s ability to be successful in this position.
Job Type: Full-time
Pay: $17.00 - $21.00 per hour
Benefits:
Physical setting:
Schedule:
Work Location: In person
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