Position:Personal Trust Administrative Assistant Date of Posting:03/17/2010 Branch:Great Falls Davidson Trust, MT
We currently have an opening for a Personal Trust Administrative Assistant. If you would like more information about this opportunity or would like to apply for this position, please send your resume:
Mail To:
Email To:
Great Falls Davidson Trust
c/o Karen Bishop
8 Third St. N
Great Falls, MT 59401
Summary: Perform various administrative duties to contribute to effective and efficient business operations.
Qualifications: (including specific Education and License requirements)
High School diploma or 1-3 years comparable work experience. Associate or College degree a plus.
Detailed oriented and strong organizational skills.
Working knowledge of Company policies and procedures. Ability to keep current with any changes.
Excellent telephone, communication and human relation skills and telephone etiquette. Position works with clients, attorneys, accountants and FCs.
Familiar with the type of administration required for all accounts.
Ability to work overtime if needed.
Good understanding of very basic fiduciary tax issues surrounding trust accounts.
Proficient in Microsoft Outlook, Word and Excel.
Duties:
1. Complete all new account opening forms and open new accounts in an accurate manner following established processes, policies and procedures. Verify that all assets have been transferred and properly established within 30 day of the asset’s transfer.
2. Coordinate with the Trust Officer the necessary actions required to close an account in an accurate and timely manner.
3. Perform various administrative duties to include:
Answer the phones, refer or transfer calls. Take and deliver telephone messages for personnel as necessary. Answer routine questions and provide information when possible.
Sort and distribute incoming mail and prepare outgoing mail. Distribute and collect mail through out the day. Prepare Fed Ex packages for shipment.
Establish, organize and maintain files. Retrieve information from files as requested. File Personal Trust documents in appropriate current account file folders. Maintain closed files, custody records for additions and withdrawals to the Legal Vault and account file destruction schedule and records.
Operate word processing equipment to prepare a variety of documents, reports and proposals and format into professional, well-organized documents. Prepare routine correspondence, envelopes, labels and memoranda as requested.
4. Establish and maintain a professional working relationship with clients, attorneys, Financial Consultants (FCs). Provide accurate and timely responses to letters and phone calls to ensure quality customer service at the direction of the Trust Officer.
5. Review and maintain daily reports and other periodic forms. Monitor overdrafts and determine how the overdraft should be covered.
6. Process routine checks, wires and distributions to ensure the accurate and timely posting of client funds.
7. Coordinate incoming and outgoing securities that are transferring. Coordination, tracking and monitoring will be with the Trust Officer and Reliance Trust Co.
8. Input Annual Account Review completion dates into AddVantage Systems in an accurate and timely manner.
9. Complete basic information on annual employee performance appraisals for completion by the supervisor.
Career Details
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