Trust Admin Assistant

About the Role

TRUST OFFICER ASSISTANT

Essential Duties And Responsibilities:

1. Assist Trust Officers with daily account administration and client service needs.

2. Process transactions, distributions, and contributions for trust and retirement accounts.

3. Prepare and maintain accurate account documentation and records.

4. Monitor account activity to ensure compliance with internal policies and regulatory standards.

Responsibilities

• Perform core duties as described.

Requirements

• Relevant experience or willingness to learn.

Benefits

• Benefits per job description.

Compensation

To be discussed.

Location & Schedule

Per job description.

How to Apply

Use the “Apply” button.