Trust Assistant

CEN; Addison (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

CEN is seeking a Trust Assistant to provide frontline support for trust department clients and assist Trust Officers with administrative tasks for trust accounts. The role involves regular client communications and handling confidential information with professionalism.

Responsibilities include greeting visitors, coordinating records, and supporting trust-marketing events while ensuring compliance training is completed.

Qualifications

• Basic accounting knowledge and office software proficiency.
• Ability to handle confidential information with discretion.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience with trust accounting systems or related databases is a plus.

Responsibilities

• Answer phones and greet visitors and prospects.
• Perform a broad range of administrative tasks for trust officers and managers.
• Maintain organized records and scan/archive files.
• Maintain high level of confidentiality with clients and colleagues.
• Communicate professionally with clients and centers of influence.

Skills

10-Key

Accounting

Alphanumeric Data Entry

Contact Management

Database

PowerPoint

Spreadsheet

Word Processing/Typing

Education

Associates or better

High School or better

Some college or better

Job description

The Trust Assistant assists customers and employees with a variety of issues related to the trust department.This position provides frontline assistance to trust department customers and assists Trust Officers with the administrative duties for trust accounts, including regular client communications.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Answer phones and greet visitors, clients, centers of influence and prospects.
• 2. Completes a broad variety of administrative tasks for officers and managers.
• 3. Maintaining well-organized records and account files, including scanning and filing.
• 4. Maintains a very high level of confidentiality in all matters related to internal and external clients, prospects and centers of influence.
• 5. Corresponds with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction.
• 6. Facilitate and coordinate trust marketing events as approved by the Senior Trust Officer.
• 7. Resolve customer issues/concerns with online access and trust account systems.
• 8. May attend meetings with officers as necessary.
• 9. Provides assistance with special projects as assigned.
• 10. Complete required BSA/AML training and other compliance training as assigned.
• 11. The ability to work in a constant state of alertness and in a safe manner.
• 12. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily.The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, and 1 to 6 months related management experience, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; ability to write and speak simple sentences as a means for basic communication. ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Notary Public

SOFTWARE SKILLS REQUIRED

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Contact Management, Database, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; color vision; depth perception; and ability to adjust focus.

ADDITIONAL INFORMATION

• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Ability to perform multiple tasks and assignments in a changing environment with competing priorities while meeting tight deadlines.
• Basic knowledge of principal and income accounting.
• Develop proficiency with the trust accounting system.

Qualifications

Skills

Behaviors

Motivations

Education

Preferred

Associates or better.

High School or better.

Some college or better.

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.