Trust Office Assistant

Fsbtnd; Williston, Northern (ND, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Fsbtnd is seeking an Office Assistant to support the Trust Department and maintain confidentiality across operations. The role involves file upkeep, scanning, client service, and coordinating with Trust Officers.

Responsibilities include handling daily office tasks, preparing reports, and assisting with investments and meeting materials. Strong ethics and detail orientation are essential for success in a trusted financial environment.

Qualifications

• High school diploma or equivalent.
• Organizational skills with multitasking and attention to detail.
• Strong verbal and written communication; team-oriented.
• Experience with Microsoft Office Suites.
• Ethics and confidentiality.

Responsibilities

• Answer phones promptly with professional etiquette.
• Greet customers in person and direct them to staff.
• Scan/archive documents and distribute tax forms during tax season.
• Schedule appointments for Trust Officers.
• Prepare and distribute correspondence with employees and clients.
• Assist with daily stock, bond and mutual fund trading as directed.
• Balance Trust accounts and ledgers daily.
• Prepare monthly Principia Mutual Fund Reports and maintain active investment list.
• Serve as record keeper for the Trust Investment Committee.
• Assist Trust Officers/Administration with researching projects or questions.
• Willing to accept other duties as assigned.

Skills

Phone etiquette

Greeting customers

Communication skills

Microsoft Office

Attention to detail

Team player

Basic calculator

Organizational skills

Education

High School Diploma

Tools

Microsoft Office

Office machines

Job description

Type of Position:Full time; Hours 8:00 AM -5:00PM M-F; Occasional evening/weekend work may be required– Some travel may be required

General Summary

This position requires a high level of confidentiality and attention to detail. TheOffice Assistant will help with operations in all areas of the Trust Department. Maintaining files, scanning documentation, back up for other office personnel,operationalduties as well asother duties as assigned. Accuracy,professionalism,and confidentiality are of utmost importance.

EssentialDuties and Responsibilities:

Answer phones quickly using proper and professional phone etiquette.Greetingcustomers in person,making them feel welcome anddirectingthem to the appropriate personnel.

Office duties such as scanning/archiving file documents, assisting with distributing tax forms to clients during tax season, making appointments for Trust Officers, creating/distributing correspondence with employees and clients.

Doing daily stock, bond & mutual fund trading, as directed by Officers.

Daily balancing of Trust account and ledgers.

Prepare and distribute Principia Mutual Fund Reports on amonthlybasis. Maintain and update the monthly active investment list, ensuring accuracy and completeness of investment records. Serve as record keeper for the Trust Investment Committee, including maintaining meeting records, investment documentation, and related committee materials.

Assisting Trust Officers/Administration with researching projects, problems, questions, etc.

Willing to accept other duties as assigned.

Qualifications

Knowledge, Skills and Abilities Required:

MinimumHigh School Diploma or equivalent.

Organization skills, multi-tasked oriented and possess attention to detail to curtail errors.

Good oral and written communication skills, ability to learn quickly and to work as a team player.

Basic calculator skills, office machine usage.Experience using Microsoft Office Suites.

When visiting with clients and the public listen for opportunities to sell and cross sell services provided by the Bank.

Strong ethics in protecting confidentiality of client records.