We currently have a full-time opportunity in our Investments & Trust Department. This position consists of a wide range of administrative support and operational tasks and responsibilities associated with the day to day workflow of the Investments & Trust Department.
- Processing transactions: Input various transactions such as client distributions and contributions into various software.
- Account opening/closing: Facilitate the opening and closing procedures for accounts.
- Administrative support. Provide support to administrators as needed.
- Client correspondence: Prepare and mail various client correspondence.
- Reporting: Produce and distribute various reports including various client statements.
- Various projects as assigned.
- Strong attention to detail
- Accurate and efficient with data input
- Comfortable interacting with other staff members
- Very task-oriented
- Strong organizational skills
- Troubleshooting skills
- Proficient in Microsoft Office Suite