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Trust Administrative Assistant
$39k-50k (estimate)
Full Time | Banking 8 Months Ago
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GULF COAST BANK & TRUST is Hiring a Trust Administrative Assistant Near Metairie, LA

Description

Responsibilities

  • Provide general departmental support including photocopying, scanning, faxing and daily e-filing
  • Answer telephone and greet Trust clients
  • Process outgoing and incoming mail, including postage and sorting
  • Prepare and obtain documentations for annual Trust and Investment Account reviews
  • Assist Administrators with preparing client and prospect marketing presentations
  • Assist Administrators with client’s inquiries about account activities
  • Create clients account e-files
  • Assist administrators with account opening and closing documentation
  • Assist administrators with money movement, including receipts, disbursements and wire transfers
  • Assist administrators with departmental correspondence and reports
  • Assist administrators with account federal and state tax filing
  • Assist administrator with VA and Cemetery annual accountings
  • Mail Trust statements
  • Perform other related duties as assigned

Requirements

Required Skills/Experience/Education

  • High school diploma or equivalent required
  • Proficient in Microsoft Word and Excel
  • Excellent customer service skills
  • Excellent organizational and time management skills
  • Ability to prioritize and handle multiple tasks
  • Pays attention to detail
  • Previous experience in bank Trust Department (preferred)

Physical Requirements

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$39k-50k (estimate)

POST DATE

07/16/2022

EXPIRATION DATE

01/15/2023

WEBSITE

kristenpope.com

HEADQUARTERS

Fairburn, GA

SIZE

<25

INDUSTRY

Banking

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