Trust Administrative Assistant I, II, or III, Cheyenne

Location: 1912 Capitol Avenue, Cheyenne, WY 82001, United States

Full-time, non-exempt position with a schedule of Monday - Friday, 8:00am - 5:00pm.

Pay

• Trust Administrative Assistant I: $18.50 - $24.50 per hour
• Trust Administrative Assistant II: $19.25 - $26.50 per hour
• Trust Administrative Assistant III: $21.25 - $29.00 per hour

The hiring pay range for this position is commensurate with the level of relevant experience and education.

About the Role

ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with customers and within communities. ANB is committed to rewarding team members who strengthen the company and culture.

Benefits

• Minimum 4 weeks of Paid Time Off (PTO)
• 11 paid holidays
• Medical, dental, and vision insurance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
• Company-provided life, AD&D, and disability insurance with supplementation options
• 401(k) plan with discretionary company match and profit sharing
• Discretionary annual bonus and employee referral incentives
• Employee Assistance Program (EAP)
• Tuition Reimbursement Program
• Spanish Communication Assistant Program

Responsibilities

• Provide administrative support for trust accounts, including customer assistance, trust accounting, system processing, and account reconciliation.
• Handle day-to-day administrative responsibilities for a varied portfolio of trust, conservatorship, investment management, and custodial accounts while following sound fiduciary principles.
• Manage client relationships, monitor internal compliance and trustee requirements, and participate in coordinating operations and investment processes to ensure correct procedures, accuracy, and timeliness.
• Develop sound working relationships with customers, employees, and outside professionals such as attorneys and CPAs.
• Maintain active communications with clients to ensure their needs are met.
• Coordinate with other ANB Financial Services personnel in the maintenance and service of accounts.
• Use Microsoft Word, Excel, and Outlook proficiently and learn new software, including the trust accounting platform.
• Review documents and assist in setting up new accounts.
• Assist in performing account reviews.
• Coordinate and renew compliance requirements per legal documents to ensure proper actions are taken.
• Maintain customer accounts, including correct client instructions.
• Respond to customer inquiries in a timely and professional manner.
• Monitor accounts for sufficient cash balances to avoid overdrafts.
• Coordinate with customers and portfolio managers for purchase and settlement of investments and other transactions.
• Process account transactions and verify the accuracy of posted transactions.
• Deliver high-quality service as defined by department standards.
• Multi-task and prioritize daily tasks efficiently, as well as manage ongoing projects.
• Maintain current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, other banking regulations, and bank policies and procedures.
• Maintain confidentiality as defined by department standards.
• Support the company’s Mission, Vision, and Values.
• Perform other duties as assigned.

Requirements

• Trust Administrative Assistant I: 0 – 3 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience.
• Trust Administrative Assistant II: 3 - 6 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience.
• Trust Administrative Assistant III: 6+ years of experience in trusts, accounting, and investments; or equivalent combination of education and/or experience.