Senior Executive Assistant - Trust & Client Services

Riverview Bank in; Vancouver (WA); Sur place; USD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

Healthcare benefits

401K plan

Short term & long-term disability

Life insurance

Vacation & sick time

Educational assistance

Several holidays

Résumé du poste

Riverview Bank's Trust Company is seeking a high-level administrative professional to support executives, trust officers, and the team with strategic scheduling, confidential correspondence, and meeting preparation. The role covers recordkeeping, project coordination, and client service related to trust administration and fiduciary services.

Ideal candidates will have 4+ years in administrative roles in banking or wealth management, a high school diploma or GED (bachelors preferred), and

Qualifications

• 4+ years of administrative, executive support, banking, financial services, trust, wealth management, or related experience preferred.
• High School diploma or GED required; additional coursework or experience in business, banking, finance, trust administration, fiduciary services, or office administration preferred.

Responsabilités

• Provides executive-level administrative support to Trust Company leadership, including calendar management, meeting coordination, correspondence, document preparation, filing, and follow-up.
• Coordinates Trust Company meetings, client appointments, committee materials, audit and examination scheduling, corporate reporting, licensing renewals, vendor coordination, and special projects.
• Prepares, organizes, and maintains highly confidential and sensitive information, including corporate records, client materials, trust administration documents, correspondence, and account-related follow-up.
• Serves as a professional point of contact for clients, beneficiaries, attorneys, accountants, advisors, vendors, board members, and internal partners, ensuring timely communication and a high-quality client experience.
• Supports trust administration activities by assisting with client meeting preparation, routing mail and communications, tracking referrals and new business, assembling materials, and coordinating account-related documentation.
• Identifies opportunities to improve office practices, workflows, tracking tools, and communication processes while following Riverview Trust Company and applicable Riverview Bank policies and procedures.

Connaissances

Executive support

Client service

Calendar management

Document preparation

Filing

Follow-up

Scheduling

Formation

High School diploma or GED

Bachelor's degree (preferred)

Outils

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Scheduling systems

Description du poste

Riverview Bank's Trust Company is seeking a high-level administrative professional to support executives, trust officers, and the team with strategic scheduling, confidential correspondence, and meeting preparation. The role covers recordkeeping, project coordination, and client service related to trust administration and fiduciary services.

Ideal candidates will have 4+ years in administrative roles in banking or wealth management, a high school diploma or GED (bachelors preferred), and