Assistant Trust Officer

Job Title: Assistant Trust Officer

Department: Trust              

Date: 05.08.2026

Reports To: Trust Officer  

FLSA Status: Non-exempt

JOB SUMMARY: Assist the Trust Officer and staff in the daily operations of the Trust Department. Assist in the management of the financial assets of individual, trust and institutional accounts in accordance with the high standards required of fiduciaries. Assist in making sure accounts are managed according to governing laws, regulations, and trust policies & procedures, as well as other legal documents, taking into consideration the overall needs and objectives of the beneficiaries.

ESSENTIAL JOB FUNCTIONS:

• Maintain a working knowledge of Trust daily, weekly, monthly, and annual duties to assist Trust Officer.
• Maintain a working knowledge of and manage the cash needs of accounts and beneficiaries.
• Maintain a working knowledge of trust and estate planning.
• Work with Trust staff to coordinate job flow between staff and Trust Officer.
• Assist Trust Officer in the maintenance of existing customer base and the development of new customer base by calling on clients, prospects and professionals as coordinated with Trust management.
• Prepare portfolio investment projections, charts, graphs, and presentations.
• Maintain a Mutual Fund and Stock buy lists.
• Reconcile checking accounts each month.
• Prepare portions of the monthly Trust Committee and Board reports.
• Establish and maintain tickler memos as appropriate to ensure complete and efficient administration of accounts.
• Assist clients as appropriate in the management of their personal affairs in addition to their financial affairs.

ADDITIONAL RESPONSIBILITIES:

·        Perform other duties and projects as required by management.

MINIMUM QUALIFICATIONS FOR CONSIDERATION:

·        Bachelor’s degree with preference in Finance, Business, Economics or related field preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to maintain a high degree of confidentiality.
• Good verbal and written communication skills.
• Good interpersonal skills: able to work well with a wide range of people.
• Good coaching skills.
• Strong organizational and time management skills.
• Demonstrate dependability through good attendance and adherence to timelines and schedules.
• Good follow-through on projects and deliverables.
• Good analytical skills.
• Good problem-solving skills.
• Demonstrate resourcefulness and ability to take initiative in development and completion of projects.
• Strong sense of customer service.
• Strong proficiency in pc applications.
• Strong attention to detail

This work is sedentary and requires the following physical activities:

• Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
• Frequent lifting (up to 25 pounds of paper supplies or minor office equipment and/or assets of customers).
• Driving to client locations and other sites as needed.

WORKING CONDITIONS:

• Normal office environment. 

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

First National Bank & Trust of Ardmore is an EOE, Including Disability/Vets