Trust Administrative Assistant (Hybrid)
Job Posting for Trust Administrative Assistant (Hybrid) at BECU
As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit becu.org/careers.
PAY RANGE
The Target Pay Range for this position is $30.19-$36.78 hourly. The full Pay Range is $23.41-$43.56 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS
Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company’s 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found
here
. Impact You’ll Make:
As the Trust Administrative Assistant, you'll be a key player in giving outstanding support to the Trust department, making sure our clients receive top-notch service and that BECU Trust Services run smoothly. Your efforts will directly help us maintain and improve the quality of service we provide and keep our operations efficient.
***This is a hybrid role, requiring 4 days a week in office at our Tukwila headquarters location. Additional in office days may be required on an occasional as-needed basis.
What You’ll Do:
- Manage IRA and Tax Responsibilities: Handle tasks such as managing IRA required minimum distributions for clients, trust 1041 tax returns, and being the client liaison for 1040 tax returns.
- Support Trust Operations: Assist Trust Administrators in asset transfers, data entry, invoice management, and maintaining the department’s supplies inventory.
- Facilitate Account Processes: Oversee the entire process for new accounts, ensuring accurate setup and compliance with all necessary document requirements.
- Client Interaction and Resolution: Work directly with clients to address routine requests and resolve any issues, ensuring a positive client experience.
- Coordinate Communication and Meetings: Facilitate department-wide communications, meetings, analysis, and progress reporting, ensuring seamless collaboration.
- Interpret and Implement Document Terms: Utilize your expertise to interpret governing instruments and applicable laws to effectively implement document terms, fostering trust and compliance.
- Collaboration and Reporting: Provide clear communications with the Operations department of MTC, and assist in preparing diverse materials, reports, and presentations.
- Event Coordination: Coordinate and facilitate special events hosted by the Trust department for members, clients, staff, and other professionals, enhancing relationships and engagement.
Minimum Qualifications:
- Bachelor’s Degree or equivalent related experience.
- Minimum two years of experience in administrative support or customer service environment.
Desired Qualifications:
- Minimum two years of experience in the trust or financial services industry.
- Proficient verbal and written skills for effective communication.
- Proficient with prioritizing multiple tasks, project management, and organizational skills.
- Excellent telephone skills and the ability to handle multiple lines.
- Strong proofreading and mathematical ability.
- Ability to compose letters, memos, and other documents.
- Ability to work effectively under deadlines.
EEO Statement:
BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Salary.com Estimation for Trust Administrative Assistant (Hybrid) in Tukwila, WA
$60,578 to $80,773
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