Central Trust Company provides world-class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years.

Responsibilities:

Welcome and assist clients and guests courteously

Manage incoming phone calls, directing them appropriately

Ensure cleanliness and organization of facilities, including making coffee and emptying the dishwasher

Coordinate internal and external meetings, including event logistics and RSVPs

Update and maintain CRM system with accurate information

Handle office supply inventory and ordering, as well as management of office equipment

Coordinate maintenance requests and oversee routine bill payments

Distribute incoming mail daily

Prepare and submit monthly expense reports

Set up conference rooms for meetings, providing refreshments and technical support as needed

Collaborate with other administrative assistants to cover various departments as required

Provide training to others as necessary

Undertake additional duties and special projects as assigned

Experience: Associate's degree a plus

Five - seven years of related experience.

Computer And Software Skills

Microsoft Office Suite

Excellent customer service skills

Proficiency in basic math and computer skills, including Excel and Word

Strong team orientation, with a positive attitude and ability to collaborate effectively

Exceptional interpersonal and communication skills, both written and oral

Ability to prioritize tasks, multitask, and work independently with a high degree of accuracy

Strong organizational and detail-oriented mindset

Excellent problem-solving abilities and proficiency in math

Commitment to maintaining confidentiality of client transactions and bank records

Professional phone manner and appearance

Competence in operating standard office equipment, including computer workstations, typewriters, calculators, and copiers

Eagerness to learn and understand bank operations, products, and services