Trust Associate

About the role

Central Trust Company provides world-class “fee-only” wealth management solutions, including investment management, fiduciary services, financial, estate, and tax planning services—all free from conflicts of interest. We pride ourselves on legendary client service, Midwest values, and a heritage dating back to 1902.

We are seeking an Account Associate who enjoys client service and thrives in a team atmosphere. You will work directly with the Wealth & Trust Advisor to manage client relationships, improve operational efficiency, and deliver top-tier client service. Success in this role requires active listening, effective communication, a people-focused mindset, team orientation, self-motivation, and attention to detail.

Responsibilities

• Provide administrative support to Trust, Tax, and Investment Officers
• Use the AddVantage trust accounting system and Fidelity custodial system interactively
• Communicate and assist daily with client matters and accounts
• Perform support duties such as answering phones, copying documents, and processing daily remittances/receipts
• Monitor and schedule client review meetings
• Prepare essential paperwork for client transactions
• Process client requests and conduct account research to solve problems
• Facilitate and follow through with actionable solutions
• Organize, prioritize, and manage multiple tasks under strict deadlines, frequent interruptions, and changing priorities
• Facilitate special projects assigned by the Department Manager
• Other duties as assigned