Trust Administration Assistant

FIRST STATE BANK & TRUST; Williston (ND); Presencial; USD 36 000 - 52 000; Tempo integral

Resumo da oferta

FIRST STATE BANK & TRUST in Williston, ND is seeking a Trust Office Assistant to support operations in the Trust Department. The role emphasizes confidentiality, accuracy, and professional administrative support, including file maintenance, scanning, and client correspondence.

You will interact with Trust Officers, assist with account reviews, tax forms distribution, and meetings, with occasional travel and after-hours work as needed.

Qualificações

• Minimum High School Diploma or equivalent.
• Organization skills, multi-tasked oriented and possess attention to detail to curtail errors. Must be able to work under pressure and meet deadlines with multiple interruptions.
• Good oral and written communication skills, ability to learn quickly and to work as a team player and enjoy working with people.
• Proficient with computer/ten key skills, Office 365 applications, Excel and Microsoft Word.
• General knowledge of accounting or bookkeeping background helpful.
• When visiting with clients and general public, listen for opportunities to sell and cross sell services provided by the Bank.
• Maintain public profile by being involved in community and bank organizations and events.
• Obtain a general knowledge of the trust business and functions of the operations of the trust department.

Responsabilidades

• Answer phones quickly using proper and professional phone etiquette.
• Greeting customers in person, directing them to the appropriate personnel.
• Scanning/archiving file documents and distributing tax forms to clients during tax season.
• Creating/distributing correspondence with employees and clients.
• Assisting Trust Officers/Administration with researching projects, problems, questions, etc.
• Assisting with annual account reviews.
• Assisting with Farm inspections, Real Estate and Minerals.
• Receiving and reviewing client mail, paying bills as necessary.
• Preparing distribution calculations.
• Research any outstanding Unclaimed Property with the State of North Dakota.
• Assisting with client meetings, both in person and electronically.
• Willing to accept other duties as assigned.

Conhecimentos

Organization

Attention to detail

Oral and written communication

Team player

Quick learner

Multi-tasking

Formação académica

High School diploma

Ferramentas

Office 365

Excel

Microsoft Word

Ten-key calculator

Descrição da oferta de emprego

FIRST STATE BANK & TRUST in Williston, ND is seeking a Trust Office Assistant to support operations in the Trust Department. The role emphasizes confidentiality, accuracy, and professional administrative support, including file maintenance, scanning, and client correspondence.

You will interact with Trust Officers, assist with account reviews, tax forms distribution, and meetings, with occasional travel and after-hours work as needed.