Trust Associate
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 forgetting our roots, dating back to 1902.
Job Summary
We are seeking someone that enjoys client service and participates in a team atmosphere. As an Account Associate, you will work directly with the Wealth & Trust Advisor in managing client relationships, building efficiency within existing operations, and providing top-tier client service.
To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented.
Daily duties include administrative support: monitoring and scheduling client review meetings, preparing essential paperwork for client transactions, processing client requests, account research to solve problems, facilitate and following through with actionable solutions.
The ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.
Job Duties
- Provide administrative support to the Trust, Tax and Investment Officers
- Interactive use of the AddVantage trust accounting system and Fidelity custodial system
- Communicate and provide daily assistance with client matters and accounts
- Perform various support duties such as: answering phones, copying documents, daily remittances/receipts processing
- Facilitate special projects assigned by Department Manager
- Other duties as assigned
Requirements:
Qualifications
- Excellent communication, customer service and organizational skills
- Professional office appearance and demeanor. Confidentiality a must
- Attention to detail, aptitude with numbers and proficient organizational skills critical
- Ability to read and interpret operating instructions and policy and procedure manuals
- Ability to speak effectively with clients and employees
- Capable of drafting grammatically correct correspondence
- Working knowledge of Microsoft Office, specifically Word and Excel
- Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously