Trust Operations Associate: Client Service & Wealth Support

Centralbancompany; Missouri; On-site; USD 42,000 - 64,000; Full time

Job summary

Central Trust Company is seeking a Trust Associate to support Wealth & Trust Advisors by handling client-related administrative tasks, meeting scheduling, and transaction paperwork. You will play a key role in maintaining accurate client records and facilitating efficient workflow within the Trust, Tax and Investment teams.

The ideal candidate is an active listener with strong communication, detail orientation, and the ability to manage multiple tasks under deadlines while upholding

Qualifications

• Excellent communication, customer service and organizational skills.
• Professional office appearance and confidentiality a must.
• Attention to detail and aptitude with numbers is critical.
• Ability to read and interpret operating instructions and policy manuals.
• Ability to speak effectively with clients and employees; draft grammatically correct correspondence.
• Proficiency in Microsoft Word and Excel; able to use initiative and manage multiple tasks.

Responsibilities

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

Skills

Client service

Communication

Organizational skills

Attention to detail

Interpersonal communication

Time management

Tools

Microsoft Word

Microsoft Excel

Job description

Central Trust Company is seeking a Trust Associate to support Wealth & Trust Advisors by handling client-related administrative tasks, meeting scheduling, and transaction paperwork. You will play a key role in maintaining accurate client records and facilitating efficient workflow within the Trust, Tax and Investment teams.

The ideal candidate is an active listener with strong communication, detail orientation, and the ability to manage multiple tasks under deadlines while upholding