Wealth Trust Administrator & Client Relations Specialist

Idaho Trust Company; Boise (ID); On-site; USD 42,000 - 70,000; Full time

Job summary

Idaho Trust Company is seeking a Trust & Investment Administrator to aid Trust and Investment Officers in administering fiduciary and investment accounts. The role emphasizes client service, accurate documentation, and collaboration with the wealth management team and other advisors.

Candidates should have an AA/AS degree with relevant experience, strong organizational and communication skills, and proficiency in word processing and spreadsheets.

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.
• Excellent organizational, time management skills and attention to detail.
• Exceptional verbal, written and interpersonal communication skills with ability to write reports and speak to customers and employees.
• Typing skills required to meet production needs of the position.

Responsibilities

• Assists Trust and Investment Officers with administering a portfolio of trust and investment relationships.
• Assists with opening, administration and closing of accounts.
• Communicates with clients and coordinates between wealth management team and other advisors.
• Follows company policies and procedures in documentation and processes.
• Provides superior client service and supports new business development where appropriate.

Skills

Investment management

Trust/estate administration

Organizational skills

Time management

Communication skills

Computer skills

Typing skills

Attention to detail

Customer service

Education

AA/AS degree

Tools

Word processing

Spreadsheets

Specialty software

Job description

Idaho Trust Company is seeking a Trust & Investment Administrator to aid Trust and Investment Officers in administering fiduciary and investment accounts. The role emphasizes client service, accurate documentation, and collaboration with the wealth management team and other advisors.

Candidates should have an AA/AS degree with relevant experience, strong organizational and communication skills, and proficiency in word processing and spreadsheets.