Executive Admin for Wealth & Trust Solutions

Peoples Security Bank & Trust Company; Central City (KY); On-site; USD 42,000 - 64,000; Full time

Job summary

Peoples Security Bank & Trust Company seeks an Administrative Assistant to support the Managing Director, Investment and Trust Officers. This role focuses on delivering precise administrative, client service, and operational support to ensure fiduciary, privacy, and internal control standards are met.

You will prepare meeting materials, coordinate calendars, maintain client records, and assist with audits and compliance reviews, while handling confidential information in a fast-paced

Qualifications

• High school diploma or equivalent; associate or bachelor's degree preferred.
• Three or more years of administrative, executive-assistant, banking, wealth management, legal, or financial services experience.

Responsibilities

• Provide day-to-day administrative support to Managing Director, Investment and Trust Officers.
• Prepare meeting materials, including agendas, investment reviews, trust documentation, and presentation material.
• Serve as a professional point of contact for clients, beneficiaries, attorneys, accountants, and external partners.
• Support scheduling and preparation of annual or periodic trust and investment meetings.
• Maintain accurate client contact information and relationship records in departmental systems.
• Maintain systems and calendars for recurring reviews, administrative deadlines, tax related notices, insurance documentation, and other fiduciary follow-up items.
• Compile information for investment reviews, account summaries, committee materials, and officer reporting.
• Coordinate with trust operations, compliance, legal, and tax to resolve administrative requests.
• Assist with documentation for audits, compliance reviews, account-file maintenance and internal reporting.

Skills

Strong communication

Interpersonal skills

Attention to detail

Time management

Discretion with confidential info

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

Microsoft Office

Job description

Peoples Security Bank & Trust Company seeks an Administrative Assistant to support the Managing Director, Investment and Trust Officers. This role focuses on delivering precise administrative, client service, and operational support to ensure fiduciary, privacy, and internal control standards are met.

You will prepare meeting materials, coordinate calendars, maintain client records, and assist with audits and compliance reviews, while handling confidential information in a fast-paced