Trust Operations & Strategy Coordinator

Jobtailor; Kentucky; On-site; USD 36,000 - 56,000; Full time

Job summary

Jobtailor is seeking an Administrative Assistant to support the trust strategy team. You will coordinate meetings, manage CRM entries, and assist with onboarding of clients, working with financial advisors and staff to ensure smooth processes.

The role involves producing marketing and presentation materials related to trust services, coordinating travel, and supporting the Trust Legal team and COO. A strong background in Word, Excel, and PowerPoint is preferred with 2–3 years in

Qualifications

• High school diploma required; bachelor's degree or paralegal certification preferred.
• Experience with Word, Excel and PowerPoint.
• 2-3 years of experience as an administrative assistant in a securities-related industry preferred.
• Experience in project management for both long- and short-term projects.

Responsibilities

• Support a team of trust strategists with administrative functions including scheduling meetings and managing CRM entries.
• Assist with pre-acceptance and onboarding of new trust company clients.
• Create marketing and presentation material related to trust services and planning.
• Serve as a liaison with other areas, customers, and vendors to resolve issues.
• Provide general administrative support including answering phones and visitors.
• Compose and edit correspondence and memoranda.
• Schedule and coordinate meetings and travel arrangements.
• Coordinate staff and operational support for the Trust Legal team and COO.
• Prepare internal reports for leadership.
• Maintain files, databases, and fiduciary appointment records.

Skills

Microsoft Office

Project management

Administrative support

Education

Bachelor's degree or Paralegal certification

Tools

CRM software

Job description

Jobtailor is seeking an Administrative Assistant to support the trust strategy team. You will coordinate meetings, manage CRM entries, and assist with onboarding of clients, working with financial advisors and staff to ensure smooth processes.

The role involves producing marketing and presentation materials related to trust services, coordinating travel, and supporting the Trust Legal team and COO. A strong background in Word, Excel, and PowerPoint is preferred with 2–3 years in