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. Duties will include, but are not limited to, the following. Handle front office duties such as answer phones, distribute mail, and order office supplies. Organize, file, and track client documents. Support Trust Administrators in routine account transactions. Assist internal partners with various administrative tasks. and. Perform miscellaneous accoun...
. 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...
