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)
Performs administrative duties in association with and is directed by the GM and or Department Manager.
Essential Duties:
Payroll and invoice processing ,along with accurate bank deposits, distributes mail and maintains filling system, answers phones, and assists the public with information about the department and/or the facility, prepares summaries and reports, takes minutes during meetings, Regular and reliable attendance Preforms other duties as required.
Education/Experience:
High School Diploma or general education degree (GED) 3 to 6 months related experience and/or training equivalent combination of education and experience.
Physical Demands:
Typical office environment, occasionally stands and walks, frequently sits. Typically requires routine use of personal computer and general office equipment.
Environment /Noise:
Noise level moderate
Certificates/Licenses:
No certifications or licenses are required.
Job Knowledge skill, and ability Preferences:
Ability to read and speak English, Knowledge of software applications such as Microsoft, Word and Excel helpful, Exceptional organizational skills; maintains accuracy and neatness; ability to multitask ,ability to communicate verbally an in writing. Ability to compose letters and to facilitate phone calls and general inquiries sensibly.
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0 Trust Administration Assistant jobs found in Stockton, CA area