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)
Planters Bank & Trust Company
Job Notice
Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law. Planters Bank is a VEVRAA Federal Contractor
Primary Job Description: To promote and maintain positive relations with all contacts, customers and potential customers; preparation of loan files, recording, verifying and examining information and accuracy of loan application; providing management reports as needed. Produce, prepare and process all documentation for new loans, including consumer, commercial, farm loans, home equity lines of credit and extensions and revisions with completeness and high level of accuracy from beginning to end.
Additional Duties: will also learn and perform CSR duties; to open new accounts (Checking, Savings, CDs, IRAs); to establish a rapport with the customer for cross-selling other bank products;
**Please note- Non qualified applications will not be considered for the position. Likewise, applications with false or incomplete information will also not be considered for the position.
Education Required; Experience and Equipment Skills: Resume Required.
Physical Requirements: Frequency Weight/Pounds
Sitting 85%
Standing 5%
Walking 5%
Fine Manipulation of Hands 100%
Lifting 1% 5 lbs
Carrying 1% 5 lbs
Pushing/Pulling 1%
Bending/Squatting 1%
Reaching Overhead 1%