Trust Operations Specialist — Confidential Admin & Client Support

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

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.