Trust Assistant
A Hiring Company · Algona, IA · 6 days ago
On-siteFinanceFull-time
Description
- Prepare and maintain correspondence, reports, contracts, income and expense processing, and customer disbursements.
- Aid in the management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts.
- Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation.
- Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures, and regulatory compliance requirements.
- Maintain the overall administration and recordkeeping needs of the Trust Department while ensuring high levels of accuracy and confidentiality.
Requirements
- An Associate's Degree in Business is required.
- Three or more years of experience in a related field is preferred.
- Additional qualifications include:
- Ability to conduct multiple tasks while maintaining composure.
- Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner.
- Advanced customer service skills.
- Strong math and analytical skills.
- Ability to collaborate with peers and management in a professional manner.
- Ability to demonstrate initiative, diligence, and strong organizational skills.
- Strong written and verbal communication skills.
Pay
$48,000 - $52,000 yearly salary.