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North Shore Bank of Commerce
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North Shore Bank is a locally-owned and managed, independent, community bank that has been operating in the Duluth area for over 100 years. Our Investments & Trust department is seeking a Trust Associate to join our team! This position is responsible for various administrative and operational support functions in the department. We offer competitive pay, a full benefits package and a fun team oriented environment. This full-time position is located onsite in Duluth, MN. North Shore Bank is an Equal Opportunity Employer.

Responsibilities:

  • Facilitate processing of daily distributions and contributions for various account types using department software.
  • Provide support to administrators and to the department through various operational and administrative duties. Some duties may include; issuing disbursements, preparing meeting materials, account reconciliation, preparing internal forms, contact and communication with various individuals (clients, beneficiaries, external professionals), etc.
  • Provide backup support and cross-train with operational positions to develop and maintain the skills necessary to independently perform functions associated with disbursements, 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.
  • Desire and ability to learn new concepts and apply them in a functional manner. Areas of knowledge may include; investments, IRAs, estate work, real estate, banking functions, tax, fiduciary responsibility, accounting/bookkeeping and other wealth management related topics.
  • Perform other duties and projects as assigned.

Qualifications:

  • Associates degree in Accounting, Finance or related field; experience in lieu of degree will be considered. Position title based on level of experience and education.
  • Excellent customer service skills
  • Confidentiality
  • Strong attention to detail, accuracy and organization
  • Inquisitive, resourceful and enjoys research and problem solving
  • Ability to shift priorities and multitask
  • Self-Starter and willingness to learn a variety of new concepts and skills related to the department
  • Works well in a team environment and willing to help others

Benefits:

  • Medical, Vision and Dental, Life, Disability, Flexible Spending, HSA, EAP, Wellness program
  • 401(k) with Employer Match and Profit Sharing
  • Paid Time Off, Personal Day, Flex Time, Volunteer Hours
  • Paid Holidays
  • Fun and friendly family-owned work environment