Trust & Investment Administrator

Idaho Trust Company; Idaho; On-site; USD 45,000 - 65,000; Full time

Job summary

Idaho Trust Company in Coeur d'Alene, Idaho, seeks a Trust & Investment Administrator to support Trust and Investment Officers in administering fiduciary and investment accounts for our Wealth Management unit.

You will communicate with clients, prepare documentation, assist in opening/closing accounts, and coordinate with operations and advisory staff to deliver superior service.

A background in accounting or finance and an AA/AS degree, plus strong organizational skills, is preferred.

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.
• Interest in investment management and/or trust/estate administration.
• 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.

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.

Skills

Interest in investment management

Accounting/finance background

Organizational and time management

Typing skills

Strong communication skills

Problem solving

Independent work

Education

Associates degree (AA/AS)

Tools

Word processing

Spreadsheets

Specialty software programs

Job description

Idaho Trust has an opening for a Trust & Investment Administrator in our Coeur d'Alene, Idaho office. 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.