Trust Associate

Central Bank; Clayton (MO); On-site; USD 42,000 - 64,000; Full time

Job summary

Central Trust Company in Clayton, MO is seeking an Account Associate who enjoys client service and works closely with Wealth & Trust Advisors to manage relationships, streamline operations, and deliver top-tier service. You will monitor client reviews, prepare paperwork for transactions, and support daily account activities.

The ideal candidate is an active listener, clear communicator, team-oriented, and detail driven.

Qualifications

• Experience in client services within wealth management or financial services.
• Strong organizational and multitasking abilities with attention to detail.
• Proactive communicator with a client-first mindset.

Responsibilities

• Provide administrative support to Trust, Tax and Investment Officers.
• Interact with AddVantage and Fidelity systems for client matters.
• Communicate and assist with client account needs and requests.
• Perform duties such as answering phones, handling documents, processing daily remittances.

Skills

Active listening

Communication skills

Teamwork

Tools

AddVantage trust accounting system

Fidelity custodial system

Job description

Overview

Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.

Job Summary

We are seeking someone that enjoys client service and participates in a team atmosphere. As an Account Associate, you will work directly with the Wealth & Trust Advisor in managing client relationships, building efficiency within existing operations, and providing top-tier client service. To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented. Daily duties include administrative support: monitoring and scheduling client review meetings, preparing essential paperwork for client transactions, processing client requests, account research to solve problems, facilitate and following through with actionable solutions. The ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.

Job Duties

• Provide administrative support to the Trust, Tax and Investment Officers
• Interactive use of the AddVantage trust accounting system and Fidelity custodial system
• Communicate and provide daily assistance with client matters and accounts
• Perform various support duties such as: answering phones, copying documents, daily remittances/receipts processing
• Facilitate special projects assigned by Department Manager
• Other duties as assigned