Trust Administrative Assistant
Trust Administrative Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Details
Description
Primary duties include greeting and assisting building customers answering phones filing tracking health insurance claims/payments and report generation from Trust software. Backup to trust operations daily processing see separate job description. Additional responsibilities include typing correspondence and providing support to office staff as needed. This position is detailed and requires a level of accuracy.
Essential Functions:
- Regulatory reports Conservatorships Soc Sec Payee RC-T Reg R
- Insurance Trust administration premium gift letters Crummey letters
- Mail Processing and Distribution
- Deliver Work to South Branch and Mail to Tech Timely
- Balance Five Points Bank clearing deposit and withdrawal checking accounts
- Meeting room setup
- Order Building Supplies
- Work with Maintenance on Building Concerns
- Client Internet Access (CIA)
- Asset Account and Trust Committee Meeting Packets Preparation
- Staff meeting packet preparation
- Complete proofs of claim
- Customer Statement Production create submit to PrintMail hardcopy for the file
- Initiate and/or approve ACHs and wire transfers
- Set up ticklers and recurring disbursements/deposits
- Follow up on past due ticklers scheduled deposits scheduled disbs & dividend/interest maps
- Monitor and address emails
- System new account setup / account closing
- Current File maintenance move old documents to retired
- Closed file maintenance scan to director
- Tax worksheet processing to accountants
Qualifications
Knowledge & Experience:
- Proficient with Microsoft Word Excel Outlook and Internet navigation
- General office skills; telephone calculator copy machine fax scanner printer etc.
- Strong organizational skills and attention to detail and accuracy are essential
- Time Management and Prioritization skills
- Effective communication skills; written and verbal
- Type 30 wpm
- Team player a must
Education/Training:
- High School Diploma (GED or High School Equivalence Certificate) required. Three years banking or accounting experience required. General trust knowledge helpful.
Status/Standard Schedule: Hourly full time position Monday through Friday 8:00 a.m. 5:00 p.m.
Employment Type
Full-Time
