Trust Associate

Central Bank; Jefferson City (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

Central Trust Company is seeking an Account Associate to work directly with the Wealth & Trust Advisor, managing client relationships and improving efficiency in operations.

Daily duties include administrative support, preparing essential paperwork for client transactions, researching accounts, scheduling reviews, and providing top-tier client service in a team environment.

Qualifications

• Active listener with strong communication
• People-focused and team-oriented with attention to detail
• Able to organize, prioritize and manage multiple tasks under deadlines

Responsibilities

• 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

Skills

Active listening

Effective communication

People-focused

Team-oriented

Self-starter

Detail oriented

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.

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