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)
Manage a multiline telephone system.
Greet families as they enter building and assist with checking them in while adhering to Covid-19 guidelines.
Update Accushield system.
Resident Business files – file all paperwork, maintain active vs. discharged file.
Maintain up to date medical records, scanning, attaching, filing, etc.
Assist with staff education and tracking.
Help with mailings – MDS, Admissions, Business office.
Miscellaneous tasks as directed by Administrator or Office Manager
Front office is to always be occupied during normal business hours: 9-5