Trust Administrative Assistant (Part-Time)

Role and Responsibilities:

1. Open, stamp, scan, and distribute mail and other incoming and outgoing documents in a timely and organized manner daily.

1. Responsible for working with designated officer(s) effectively including coordinating meetings and appointments.
2. Follows up with customers, trust officers, operational team, and other professionals, as well as prepares routine correspondence to beneficiaries, vendors, professional partners, and IRS.

1. Responds to customer inquiries, researches and resolves complex account issues as needed.
2. Responsible for account file set up and maintenance.
3. Researches Estate Administration Projects as directed by the Trust Officer.
4. Employee has prompt and regular attendance.
5. Travels locally to deliver/retrieve documents; meets with vendors to allow access to properties.

1. Sets goals for making referrals to contacts in the community.
2. Completes training as needed.
3. Has helpful attitude with co-workers and customers.
4. Strives to improve the efficiency in his/her work area through cost savings.
5. Performs other duties assigned by supervisor.
6. Adheres to IT Program including IT Security Policy and completes required IT training.

Qualifications and Education Requirements

• Bachelors Degree or equivalent
• Valid driver’s license

Preferred Skills:

• Excellent verbal and written communication skills
• Tact and public relations expertise
• Proficient in Microsoft Office, Word, Excel and PC use
• Ability to perform Internet research

Physical Requirements:

• Must be able to lift up to 10 lbs.