Description: Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to: Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements. Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department. Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records. Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements. Support the overall administration and recordkeeping needs of the Trust Department while maintaining a high level of accuracy and confidentiality. Requirements: An Associate's Degree in Business is required. Will consider experience in lieu of education. Three or more years of experience in a related field is preferred. Additional qualifications of the position include: Ability to conduct multiple tasks while maintaining composure. Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner. Advanced customer service skills. Strong math and analytical skills. Ability to collaborate with peers and management in a professional manner. Ability to demonstrate initiative, diligence and strong organizational skills. Strong written and verbal communication. Compensation details: 0 Yearly Salary PI31ebd9d6f6-
08/18/2026
Full time
Description: Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to: Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements. Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department. Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records. Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements. Support the overall administration and recordkeeping needs of the Trust Department while maintaining a high level of accuracy and confidentiality. Requirements: An Associate's Degree in Business is required. Will consider experience in lieu of education. Three or more years of experience in a related field is preferred. Additional qualifications of the position include: Ability to conduct multiple tasks while maintaining composure. Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner. Advanced customer service skills. Strong math and analytical skills. Ability to collaborate with peers and management in a professional manner. Ability to demonstrate initiative, diligence and strong organizational skills. Strong written and verbal communication. Compensation details: 0 Yearly Salary PI31ebd9d6f6-
Description: As a primary contact for the organization, the Administrative Assistant & CSR role is responsible for supporting daily business operations through various administrative and customer support functions. Duties of the Administrative Assistant and & CSR role include: Answer and direct incoming calls and inquiries to the appropriate staff or department. Greet and assist customer, visitors, vendors and other guests in a professional manner. Perform daily opening and closing procedures. Assist other departments with support functions and special projects as needed. Perform customer service representative duties as needed, including responding to customer questions and resolving routine inquiries. Requirements: A high school diploma or equivalent is required. Previous customer service experience is preferred. Additional qualifications of the position include: Ability to conduct multiple tasks in a fast paced work environment while maintaining composure. Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner. Superior organizational skills. Advanced customer relationship skills. Strong math and analytical skills. Ability to collaborate with peers and management in a professional manner. Compensation details: 19-20 Hourly Wage PIc189b5e7371f-5713
08/10/2026
Full time
Description: As a primary contact for the organization, the Administrative Assistant & CSR role is responsible for supporting daily business operations through various administrative and customer support functions. Duties of the Administrative Assistant and & CSR role include: Answer and direct incoming calls and inquiries to the appropriate staff or department. Greet and assist customer, visitors, vendors and other guests in a professional manner. Perform daily opening and closing procedures. Assist other departments with support functions and special projects as needed. Perform customer service representative duties as needed, including responding to customer questions and resolving routine inquiries. Requirements: A high school diploma or equivalent is required. Previous customer service experience is preferred. Additional qualifications of the position include: Ability to conduct multiple tasks in a fast paced work environment while maintaining composure. Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner. Superior organizational skills. Advanced customer relationship skills. Strong math and analytical skills. Ability to collaborate with peers and management in a professional manner. Compensation details: 19-20 Hourly Wage PIc189b5e7371f-5713
Description: Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to: Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements. Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department. Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records. Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements. Support the overall administration and recordkeeping needs of the Trust Department while maintaining a high level of accuracy and confidentiality. Requirements: An Associate's Degree in Business is required. Will consider experience in lieu of education. Three or more years of experience in a related field is preferred. Additional qualifications of the position include: Ability to conduct multiple tasks while maintaining composure. Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner. Advanced customer service skills. Strong math and analytical skills. Ability to collaborate with peers and management in a professional manner. Ability to demonstrate initiative, diligence and strong organizational skills. Strong written and verbal communication. Compensation details: 0 Yearly Salary PI84fda621eda0-2507
08/06/2026
Full time
Description: Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to: Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements. Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department. Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records. Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements. Support the overall administration and recordkeeping needs of the Trust Department while maintaining a high level of accuracy and confidentiality. Requirements: An Associate's Degree in Business is required. Will consider experience in lieu of education. Three or more years of experience in a related field is preferred. Additional qualifications of the position include: Ability to conduct multiple tasks while maintaining composure. Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner. Advanced customer service skills. Strong math and analytical skills. Ability to collaborate with peers and management in a professional manner. Ability to demonstrate initiative, diligence and strong organizational skills. Strong written and verbal communication. Compensation details: 0 Yearly Salary PI84fda621eda0-2507
