Trust Specialist

About the role

You will provide administrative support to the Trust team, ranging from answering phone calls and writing correspondence to more complex tasks such as using basic trust and tax knowledge to assist others in the department with client support. Data entry and processing of financial transactions are also part of this role, along with maintaining documentation and files on trusts.

After a learning period, this position will be a hybrid in-office / home role.

Requirements

• Bachelor’s Degree preferred (finance, business, tax, or law is a plus)
• Minimum 1 year of experience with banking, trust administration, or customer service
• Proficient computer skills
• Ability to be organized and detailed while meeting deadlines

Benefits

• Option for fully paid medical insurance for the employee

Our company is heavily involved in service projects in the community.