Trust & Investment Administrator

Idaho Trust Company; Boise (ID); On-site; USD 42,000 - 70,000; Full time

Job summary

Idaho Trust Company is seeking a Trust & Investment Administrator to aid Trust and Investment Officers in administering fiduciary and investment accounts. The role emphasizes client service, accurate documentation, and collaboration with the wealth management team and other advisors.

Candidates should have an AA/AS degree with relevant experience, strong organizational and communication skills, and proficiency in word processing and spreadsheets.

Qualifications

• Associates degree (AA/AS) from a college or university; at least 3 years related experience and/or training or the equivalent combination of education and experience.
• Excellent organizational, time management skills and attention to detail.
• Exceptional verbal, written and interpersonal communication skills with ability to write reports and speak to customers and employees.
• Typing skills required to meet production needs of the position.

Responsibilities

• Assists Trust and Investment Officers with administering a portfolio of trust and investment relationships.
• Assists with opening, administration and closing of accounts.
• Communicates with clients and coordinates between wealth management team and other advisors.
• Follows company policies and procedures in documentation and processes.
• Provides superior client service and supports new business development where appropriate.

Skills

Investment management

Trust/estate administration

Organizational skills

Time management

Communication skills

Computer skills

Typing skills

Attention to detail

Customer service

Education

AA/AS degree

Tools

Word processing

Spreadsheets

Specialty software

Job description

The Trust & Investment Administrator is responsible for assisting the Trust and Investment Officers with the administration of investment and fiduciary accounts for the Bank's sister Wealth Management entity, Idaho Trust Company. Responsible for communicating with clients, administering accounts according to the Company's Policies and Procedures, as well as assisting the Officers with new business development and the on-boarding of new accounts.

PRIMARY RESPONSIBILITIES

• Demonstrates superior customer service, attention to detail and follow through.
• Assists Trust and Investment Officers with administering a portfolio of trust and investment relationships.
• Maximizes client engagement by assisting in assessing, understanding, and identifying clients wealth management, banking and lending needs.
• Acts as a point of contact and provides assistance to clients.
• Facilitates communication between client, wealth management team and other advisors.
• Assists with the opening, administration and closing of accounts.
• Works with administrative, operations and investment personnel.
• Assists in preparing and maintaining documentation for investment management and fiduciary accounts.
• Assists in reviewing each relationship at least annually.
• Provides superior client service.
• Follows Trust company's policies, procedures, and processes.

THE SKILLS WE ARE LOOKING FOR

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Interest in investment management and/or trust/estate administration
• Background in accounting, finance, investment or law helpful
• Associates degree (AA/AS) from a college or university, at least 3 years related experience and/or training; or the equivalent combination of education and experience.
• Excellent organizational, time management skills and attention to detail.
• Computer skills include word processing, spreadsheet and specialty software programs.
• Typing skills required to meet production needs of the position.
• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, write reports, correspondence, speak clearly to customers and employees.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to work with minimal supervision while performing duties.