Wealth Management Trust & Investment Specialist

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 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.