Trust Administrative Assistant
Job Posting for Trust Administrative Assistant at GULF COAST BANK & TRUST
Description
Responsibilities
- Provide general departmental support including photocopying, scanning, faxing and daily e-filing
- Answer telephone and greet Trust clients
- Process outgoing and incoming mail, including postage and sorting
- Prepare and obtain documentations for annual Trust and Investment Account reviews
- Assist Administrators with preparing client and prospect marketing presentations
- Assist Administrators with client’s inquiries about account activities
- Create clients account e-files
- Assist administrators with account opening and closing documentation
- Assist administrators with money movement, including receipts, disbursements and wire transfers
- Assist administrators with departmental correspondence and reports
- Assist administrators with account federal and state tax filing
- Assist administrator with VA and Cemetery annual accountings
- Mail Trust statements
- Perform other related duties as assigned
Requirements
Required Skills/Experience/Education
- High school diploma or equivalent required
- Proficient in Microsoft Word and Excel
- Excellent customer service skills
- Excellent organizational and time management skills
- Ability to prioritize and handle multiple tasks
- Pays attention to detail
- Previous experience in bank Trust Department (preferred)
Physical Requirements
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
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Salary.com Estimation for Trust Administrative Assistant in Metairie, LA
$72,787 to $96,982
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