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North Shore Bank of Commerce
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Come join our team! North Shore Investments & Trust provides an array of financial services including Trust, Estate, Conservatorship, Investment Management Agency, IRA and Custodial. This full-time position provides support to multiple account administrators and performs operational functions associated with the day to day workflow. This position is on site located in Duluth, MN.

Responsibilities:

  • Administrative support. Provide support to administrators through the completion of a wide range of duties related to administration of account relationships through efficient work flow.
  • Processing transactions. Facilitate processing of daily distributions and contributions for various account types. Requires the utilization of technology.
  • Client correspondence and communication. Prepare, mail and track client communications and notices. A significant amount of trust, diplomacy, confidentiality, professionalism and tact are required through all forms of communication.
  • Job Knowledge. The position requires the desire and ability to continually learn new concepts and apply them in a functional manner. Areas of knowledge may include; fiduciary responsibility, estate work, tax, investments, real estate and other wealth management related topics.
  • Cross-Train and provide back-up to operational positions. Develop and maintain the skills necessary to independently perform functions associated with disbursements, receipts or investments.
  • Projects as assigned from time to time

Qualifications:

  • Accounting, paralegal or business related degree preferred
  • Strong attention to detail and organization
  • Strategic thinker and inquisitive
  • Resourceful and enjoys research
  • Ability to shift priorities and multitask
  • Self-Starter
  • Works well in a team environment and willing to help others

Benefits:

  • Medical, Vision, Dental, Life and Disability Insurance
  • 401(k) with Employer Match and Profit Sharing
  • Paid Time Off and Flex Time
  • Fun and friendly family-owned work environment