Trust Administrative Assistant

Job Summary:

The Trust Administrative Assistant facilitates the efficient operation of the Institutional Retirement Trust Operations department by performing a variety of clerical and administrative tasks

Duties/Responsibilities:

• Takes phone calls from clients
• Assist with duties of the front desk when needed
• Review account paperwork for completeness and accuracy
• Approves/disapproves account paperwork
• File documents (systematically and physically)
• Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed;
• Draft and update written procedures
• Respond to and resolve account inquiries and questions
• Assist with taking and servicing 1099 calls
• Track QTA letters and other correspondence
• Print and mail paper statements for required accounts
• Distribute departemental mail and track returned undeliverable mail
• Print and mail new account; account change letters
• Verify checks for callers
• Process paper proxies
• Perform account owner searches via various web sites
• Assist Account Administrators as needed
• Assist with sorting through large mail deliveries
• Assist with mailing checks
• Assist with completing some regulatory filings
• Perform other related duties as assigned

Required Skills/Abilities:

• Associate degree preferred
• Three to five years of work experience
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Proficient in Microsoft Office Suite or related software
• Excellent organizational skills and attention to detail
• Basic understanding of clerical procedures and systems such as recordkeeping and filing
• Understand internal trust system and how to maneuver around
• Ability to work independenty and as a team