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Description
Trust Administrative Assistant
Midwest Trust Company - Clayton, Missouri
If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administrative Assistant. You will support one or more Personal Trust Administrators in the management of trust accounts. This is a ‘can-do’ position that requires a positive attitude and work-ethic coming through the door—but that will pay-off rewardingly with the proper investment.
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.
Job Summary:
The Trust Administrative Assistant will provide essential administrative support to the trust department, assisting with various tasks related to client services, trust administration and general office management.
Key Responsibilities:
1. Client Support:
· Assist clients with inquires, request and account maintenance.
· Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
· Maintain accurate client records and documentation.
2. Trust Administration Support:
· Assist Trust Officers with administrative tasks related to trust account administration, including opening and closing accounts, processing transactions, and maintaining account files.
· Prepare account paperwork and documentation, ensuring compliance with regulatory requirements and internal policies
· Coordinate with internal departments and external parties to facilitate trust administration processes.
3. Document Management:
· Organize and maintain electronic and physical filing systems for trust documents, correspondence, and other records.
· Assist with scanning, indexing, and archiving documents in accordance with document retention policies.
4. Office Management:
· Provide general administrative support to the trust department, including answering phones, managing calendars, scheduling appointments, and ordering supplies.
· Assist with special projects and initiatives assigned by management.
Requirements
Qualifications:
Midwest Trust Company is an Equal Opportunity Employer
Full Time
Investment Management
$43k-54k (estimate)
03/07/2023
06/13/2024
midwesttrust.com
KANSAS CITY, MO
50 - 100
2008
DAN LANG
$10M - $50M
Investment Management
Trust services that are rooted in meeting your goals. Midwest Trust is an independent, state-chartered trust company. That means our focus is always on you, our client. Youand your goalsdefine who we are and what we do. We dont work in a vacuum and we dont fit you into a financial mold. Instead, we work with your financial advisor, accountant, and attorney to define your needs and help you grow toward your goals. Wealth management that reaches toward your future. We help your investments and legacy grow with: expertise of experienced trust officers knowledge of current regulatory, legal, and... tax implications of trust and estate planning comprehensive trust and estate administration investment management, with the option to work with our affiliate Financial Counselors, Inc. or other investment advisors complete personal trust, philanthropic and institutional services
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The job skills required for Trust Administrative Assistant include Attention to Detail, Microsoft Word, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Administrative Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Administrative Assistant. Select any job title you are interested in and start to search job requirements.