The Trust Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Assistant works under moderate supervision. Gains or has attained full proficiency in a specific area of discipline. Working as a Trust Assistant typically requires 1- ...3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.More Show Less
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This position will be responsible for providing administrative support to the Trust department with an emphasis on managing the document imaging process. Duties will include, but are not limited to, the following. Scan documents and files into electronic imaging system. Set up new accounts in document imaging system. Track and organize original documents. Distribute mail. Other duties, as assigned. Annual Salary Range: $50,00.00 - $60,000.00. Th...
. Overview. . 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 fo...
Overview. 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 forget...
