Trust Client Services Associate - Murdock Office

Trust Client Services Associate - Murdock Office Port Charlotte, FL Description The Trust & Wealth Management team at Crews Bank & Trust is looking to add a Trust Client Services Associate. This individual provides support by handling administrative tasks associated with managing trust accounts. Duties may include scheduling appointments, preparing documents, maintaining client records and handling correspondence. Often acts as a liaison between clients and Trust Officers to ensure smooth communication and assisting with inquiries. Requirements Work closely with Wealth Strategists team for seminar prep and event coordination Assist with preparing client paperwork and appointment scheduling Maintain original documents vault records – receive or deliver original documents as requested Address Client/Officer inquiries, requests, and support for online access services Perform clerical functions such as scanning and filing Order and maintain supplies, general administrative duties in the area of mail, file maintenance, correspondence and record keeping Minimum Skill Requirements and Background: Desire and willingness to work in a collaborative, flexible and team-oriented work environment Effective inter-personal communication skills Strong working knowledge using the Microsoft Office suite platform Displays professional and courteous behavior in all situations Strong attention to detail, organizational skills and completion of projects High School Diploma – college degree preferred or equivalent experience Relevant work experience in banking, financial services and customer service Experience with financial institution policies and procedures Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. EOE/Vets/Disabilities