Trust Administration Assistant jobs in Indiana
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Trust Department Assistant
- Teachers Credit Union
-
South Bend, IN
FULL_TIME
-
Trust Department Assistant
We are searching for an experienced Trust Department Assistant.
South Bend, IN 46601
Essential FunctionProvide administrative support for Trust Services. Responsibilities include; front desk reception, maintaining trust files, assisting in estate administration, working with transfer of assets and funding of trust accounts, typing routine letters and memos, scheduling appointments, marketing of trust services, coordinating trust seminars and member appreciation events and completing special projects as assigned.
Primary Responsibilities & Duties- Responsible for incoming telephone calls, welcoming visitors and clients, receiving incoming correspondence and routing same to the appropriate staff.
- Responsible for providing administrative support for the Trust Officer. Scheduling appointments, typing correspondence and completing other paperwork as assigned.
- Responsible for assisting with the opening and closing of trust and estate accounts.
- Assist the Trust Officer with all tasks involved in the administration of all trust services accounts.
- Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
Specific Skills- Excellent verbal, interpersonal and written skill
- Ability to deal with high network clients
- Ability to maintain strict confidentiality
- Good organization skills and attention to detail
- Extensive computer aptitude, Microsoft word, excel and outlook
- Understanding of IRAs
Accountability- Accountable for the timeliness and accuracy of all functions performed and the rendering of quality, competent and professional assistance to potential clients, members, professionals, team members and other contacts, both in person and on the telephone.
- Accountable for Performance Management Goals as agreed upon with Supervisor.
- Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
Minimum Requirements- High School diploma (GED) or equivalent skills or abilities
- Have or desire to earn college degree, preferred
- Paralegal training preferred, but not mandatory
- Understanding of trust services, preferred, but not mandatory.
Non-ExemptHourly Wage
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. - 1 Month Ago
Administration Assistant
- Agape Adjusters
-
Charlestown, IN
FULL_TIME
- Looking for an administrative assistant that is looking for career growth. This position is in need of an individual who is reliable, responsible, organized, and can multi-task. Would be a plus if you...
- 13 Days Ago
Commercial Loan Administrative Assistant
- First Farmers Bank & Trust
-
Kokomo, IN
FULL_TIME
- DescriptionCOMMERCIAL LOAN ADMINISTRATIVE ASSISTANT – This position will be located in Kokomo, Logansport or Converse based on what is the best location for the bank and new employee. DEPARTMENT: Comm...
- 26 Days Ago
ASSISTANT BRANCH MANAGER - Plainfield
- Stock Yards Bank and Trust
-
Plainfield, IN
FULL_TIME
- As an Assistant Branch Manager aka Management Associate, your day will be filled with opportunities to assist customers with a wide variety of retail banking needs and provide back-up and support to t...
- 2 Months Ago
Office Assistant/Administration
- Gyansys
-
Carmel, IN
FULL_TIME
- Job DetailsGyanSys is looking for Administrative/Office Assistant for our Head office at Carmel, US location.This is Full Time onsite opportunity.Job Description:Front desk reception/welcome. Greet an...
- 2 Days Ago
Administration - Camp Office Assistant
- Human Resouces Department
-
Paul, IN
PART_TIME
- Flat Rock Camp Office Assistant GENERAL FUNCTION The Office Assistant at Flat Rock will provide support with departmental operations, including but not limited to clerical/registration duties, answeri...
- 5 Days Ago
Trust Administration Assistant jobs at Popular Companies
ADMINISTRATIVE ASSISTANT - SR. SECRETARY - Administrative Support
- Southwest Research Institute
-
San Antonio, TX
- Who We Are: The SwRI Machinery Department performs applied engineering research, development, and testing of machinery a...
- 4/19/2024 12:00:00 AM
Clerical / Administrative Assistant
- Manpower
-
Hortonville, WI
- Warehouse Administrative Assistant Our client in Appleton, WI is looking for hardworking, motivated talent to join their...
- 4/19/2024 12:00:00 AM
ADMINISTRATIVE ASSISTANT - SR. SECRETARY - Administrative Support
- Southwest Research Institute
-
San Antonio, TX
- Who We Are: The SwRI Machinery Department performs applied engineering research, development, and testing of machinery a...
- 4/19/2024 12:00:00 AM
Administrative Assistant General Administrative
- Builders FirstSource, Inc.
-
Dallas, TX
- Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
- 4/19/2024 12:00:00 AM
Administrative Assistant General Administrative
- Builders FirstSource, Inc.
-
Indio, CA
- Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
- 4/19/2024 12:00:00 AM
Buyers' Clerical / Administrative Support
- EbLens
-
Torrington, CT
- **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
- 4/16/2024 12:00:00 AM
Admin/Clerical - Administrative Assistant
- LanceSoft
-
Houston, TX
- Job Description: Title: Administrative Assistant Location: Jersey Village, TX Duration: 3 Months Shift: 1st Shift 08:00 ...
- 4/16/2024 12:00:00 AM
Receptionist / General Administrative Assistant
- First Industrial
-
Chicago, IL
- Job Description Job Description General Summary Receptionists are expected to have the phone line open and operating pro...
- 4/15/2024 12:00:00 AM
About Indiana
Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west.
Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$44,774 to $57,075
Most Popular Cities in Indiana for Trust Administration Assistant Jobs
What does a Trust Administration Assistant do?
Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019