Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Job Summary
Knowledge, Skills and Abilities : Ability to direct phone calls to the appropriate person or destination. Ability to use or learn to use a multi-button phone system.
Ability to respond to and assist callers and visitors in a courteous and tactful manner. Ability to screen calls in a courteous and tactful manner.
Ability to work with people and to provide assistance in a calm, courteous, and tactful manner. Ability to record accurate and complete messages.
Ability to perform clerical support work while operating the switchboard. Ability to maintain an adequate supply of applications, informative materials and / or brochures for distribution to visitors.
Ability to respond to emergencies in a calm and effective manner. Ability to project a positive and professional image of The Salvation Army.
Education and Experience : High school diploma or required, and one year of experience working in a position with telephone switchboard responsibilities, or any equivalent combination of training and experience which provides the necessary knowledge, skills, and abilities.
Physical Requirements and Working Conditions : Ability to meet attendance requirements. Ability to read, write, and communicate the English language.
Ability to operate a telephone and / or switchboard. Ability to sort documents alphabetically and numerically. Ability to perform routine mathematical computations.
Last updated : 2024-04-03
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0 Trust Administration Assistant jobs found in Huntsville, AL area