Strategic Trust Executive Assistant

First State Bank & Trust; United States; On-site; USD 42,000 - 56,000; Full time

Job summary

First State Bank & Trust in the United States seeks a careful Trust Department Support specialist. You will handle confidential client information, answer calls, greet visitors, and assist with document processing and tax forms. The role requires accuracy, organization, and teamwork to support Trust Officers.

You will maintain filing systems, process deposits and account changes, and help prepare committee reports and client communications. A professional, client-focused approach is essential.

Qualifications

• High level of confidentiality and attention to detail.
• Able to work under pressure and meet deadlines.
• Excellent oral and written communication.
• Willingness to learn trust operations.

Responsibilities

• Answer phones quickly and professionally.
• Greet customers in person and direct to the right staff.
• Scan/archive files and assist with tax forms during tax season.
• Open accounts and process deposits as directed by Officers.
• Prepare and distribute monthly reports and correspondence.

Skills

Organizational skills

Attention to detail

Multi-tasking

Customer service

Oral and written communication

Team player

Confidentiality

Tools

Office 365

Excel

Microsoft Word

Job description

First State Bank & Trust in the United States seeks a careful Trust Department Support specialist. You will handle confidential client information, answer calls, greet visitors, and assist with document processing and tax forms. The role requires accuracy, organization, and teamwork to support Trust Officers.

You will maintain filing systems, process deposits and account changes, and help prepare committee reports and client communications. A professional, client-focused approach is essential.