We are currently looking for a Full-time Corporate Trust Administrative Assistant. This position will be located at our Corporate Trust Office, located at 50 South 200 East, Ste. 100 Salt Lake City, UT.
The Corporate Trust Administrative Assistant will provide customer service, handles and records the money movement within the accounts, and initiates actions that support the Account Administrators and Legal Team. Will assist in special projects and requests, and assist with back-up support for the Corporate Trust Administrative Officer and Corporate Trust Operations Specialist positions.
Benefits of Working with Us:
Bank of Utah's comprehensive benefits package promotes health and wellness, financial well-being and career growth. A few highlights include:
- Great work-life balance, with a Monday-Friday schedule
- Competitive benefits, including health, eye, dental and life insurance
- 401(k) plan and match up to 5 percent, plus opportunities to participate in our employee stock ownership program (eligibility requirements must be met)
- Incentive pay
- 12 paid bank holidays earned vacation time
- Training opportunities for new employees
- Learning incentives to expand your banking knowledge and grow in your career (including opportunities to learn about all of our departments, such as mortgage, branch operations, commercial lending, personal trust, corporate trust, compliance, payments processing and more)
- Volunteer opportunities to make a difference in the communities where you work and live
- Awards and recognition to celebrate you and your colleagues for living the bank's values
Experience/Skills necessary to perform duties:
- Associates Degree or 2 years general office experience.
- Skilled in using various office software programs.
- Excellent communication and organization skills.
- Experience with money movement (money deposits in accounts/creating wires) is helpful.
Regular Duties and Responsibilities:
- Assist Account Administrator with account maintenance
- Assist in completing account synoptic/annual reviews with the guidance of the Account Administrator
- Research tickler requests with the guidance of the Account Administrator
- Assist Corporate Trust staff members with special project
- Process correspondence to beneficiaries
- General filing and typing
- Assist in scanning and saving documents as needed
- Provide backup to Corporate Trust Operations Specialist
- Prepare overnight courier packages
- Other duties as assigned
- Handle and record all money movement within the accounts.
- Communication with clients by telephone and email.