North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers. We are seeking a Trust Assistant to join our team! This position is responsible for various administrative and operational support functions in the Investments & Trust department.

At North Shore Bank, we offer:

• Competitive pay, depending on experience.
• Comprehensive benefits package.
• A positive, collaborative workplace culture.
• Career development opportunities within our organization.

What You Will Do:

• Provide support to administrators and to the department through various operational and administrative duties. (Issuing disbursements, preparing meeting materials, account reconciliation, preparing internal forms, contact and communication with various individuals including clients, beneficiaries, external professionals etc.)
• Facilitate processing of daily distributions and contributions for various account types. Requires the utilization of technology.
• 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, tax, investments and other wealth management related topics.
• Provide backup and cross-train with operational and administrative support positions to develop and maintain the skills necessary to independently perform functions associated with disbursements and receipts or investments.
• 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.
• Answer phones, greet clients and schedule meetings.
• Perform other duties and projects as assigned.

What We’re Looking For:

• Associates degree in Accounting, Finance or related field preferred, but not required.
• Excellent customer service skills with a desire to understand customer needs and provide a solution.
• Ability to shift priorities and multitask to meet deadlines.
• Confidentiality.
• Strong organizational skills with attention to detail.
• Ability to work independently and problem solve by being inquisitive and resourceful.
• Embraces a collaborative and team-oriented environment.

Benefits:

• Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance
• 401(k) with Employer Match and Profit Sharing
• Paid Time Off, Personal Day, Flex Time, Volunteer Hours & Bereavement leave
• Paid Holidays
• Employee Perks
• Fun and friendly family-owned work environment
• $40,000-$46,000, depending on experience.