Description

Summary

Assist the Trust Department administrators with day-to-day administrative and clerical functions. Provide high-quality assistance to Trust administrators and clients. Participate in ongoing education/learning and training (Fiduciary, Trust administration and Investment services).

Responsibilities

• Provide general departmental support including photocopying, scanning, faxing and daily e-filing.
• Provides excellent customer service by answering telephone calls and greeting Trust clients.
• Process outgoing and incoming mail, including postage and sorting.
• Assist Trust Administrators, review and analyze Trust documents.
• Manage and administer client relationships under the supervision of the Trust Administrators
• Collaborate and consult with peers to resolve issues and achieve goals.
• Assist with preparing client and prospect marketing presentations.
• Assist with client’s inquiries relating to account activities.
• Accurately enter information and data to create client e-files. 
• Assist with account opening and closing documentation.
• Assist with money movement, including receipts, disbursements, and wire transfers.
• Assist with federal and state tax filing.
• Responsible for recording Trust Administrative Committee minutes.
• Responsible for e-filing TAC and TC agenda and minutes.
• Perform other related duties as assigned. 

Requirements

Skills/Experience/Education

• Bachelor’s degree required; Trust education or relevant coursework preferred.
• 3 years of administrative, business, or related experience preferred.
• Prior paralegal experience, preferred.
• Proficient in Microsoft Office Suite including Word and Excel.
• Excellent customer service and communicative skills.
• Excellent organizational and time management skills.
• Ability to prioritize and manage multiple tasks.
• Strong attention to detail.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions. 
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document, if required, to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds, if required, to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division and “undue hardship,” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.