HOT JOB OF THE WEEK: Trust Assistant

Trust Assistant 

Our client is a private bank in the greater Jackson area. The bank is seeking a Temp-To-Hire Trust Assistant to work in their Trust Department. In this position, you will provide general and clerical administrative support to an individual(s) in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

This is an hourly, overtime eligible position.

Excellent benefits package upon hire, with continued investment in your banking knowledge and skills. Candidates with a strong interest in banking and wealth management would do well in this position.


Read More: Trust Assistant…

    • RequirementsEducation & Experience
        • Bachelor’s degree in a business-related field preferred
        • Over one year’s experience in Banking and/or Trust Operation and Administration

      Skill and Competencies

        • Proficient in MS Office to include word processing, databases and spreadsheets
        • Thorough understanding of General Accepted Accounting Principles
        • Excellent communication, written, verbal and interpersonal skills
        • Accurate typing, spelling and grammar skills required
        • Good analytical research and problem-solving skills

      Primary Responsibilities

        • Responsible for supporting the administration of trust accounts
        • Performing daily trust system accounting data entry facilitating proper and timely transfer of assets on closing accounts
        • Adherence to all internal and external regulatory requirements, standards, guidelines, policies and procedures
        • Setting up and maintaining trust account files
        • Researching tax and compliance issues should they arise
        • Processing Trust transactions (disbursements, income, etc.) to the bank’s GL accounts
        • Handling routine questions from clients by phone calls or other communications
        • Creating and maintaining Excel spreadsheets
        • Filing account related material according to prescribed system in a timely manner


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