Trust Administration Assistant jobs in South Bend, IN
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)
Recently Added Trust Administration Assistant jobs
Trust Department Assistant
- Teachers Credit Union
-
South Bend, IN
FULL_TIME
-
Trust Department Assistant
We are searching for an experienced Trust Department Assistant.
South Bend, IN 46601
Essential FunctionProvide administrative support for Trust Services. Responsibilities include; front desk reception, maintaining trust files, assisting in estate administration, working with transfer of assets and funding of trust accounts, typing routine letters and memos, scheduling appointments, marketing of trust services, coordinating trust seminars and member appreciation events and completing special projects as assigned.
Primary Responsibilities & Duties- Responsible for incoming telephone calls, welcoming visitors and clients, receiving incoming correspondence and routing same to the appropriate staff.
- Responsible for providing administrative support for the Trust Officer. Scheduling appointments, typing correspondence and completing other paperwork as assigned.
- Responsible for assisting with the opening and closing of trust and estate accounts.
- Assist the Trust Officer with all tasks involved in the administration of all trust services accounts.
- Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
Specific Skills- Excellent verbal, interpersonal and written skill
- Ability to deal with high network clients
- Ability to maintain strict confidentiality
- Good organization skills and attention to detail
- Extensive computer aptitude, Microsoft word, excel and outlook
- Understanding of IRAs
Accountability- Accountable for the timeliness and accuracy of all functions performed and the rendering of quality, competent and professional assistance to potential clients, members, professionals, team members and other contacts, both in person and on the telephone.
- Accountable for Performance Management Goals as agreed upon with Supervisor.
- Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
Minimum Requirements- High School diploma (GED) or equivalent skills or abilities
- Have or desire to earn college degree, preferred
- Paralegal training preferred, but not mandatory
- Understanding of trust services, preferred, but not mandatory.
Non-ExemptHourly Wage
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. - 1 Month Ago
Program Support Assistant (OA)
- Veterans Health Administration
-
Mishawaka, IN
FULL_TIME
- This position reports to Social Work Service (SWS) at the VA Northern Indiana health Care System (610) serving Fort Wayne, Marion, and Mishawaka IN care sites. The incumbent works with Social Workers ...
- 15 Days Ago
Customer Service, Receptionist & Administration
- Pilot Medical Solutions,
-
South Bend, IN
FULL_TIME
- Join a positive working environment with the opportunity to grow with the company.Are you looking for something different? Do you have great people skills? Are you good with computers?If you said "YES...
- 14 Days Ago
Database Administration Professional (remote available)
- University of Notre Dame
-
Remote in Notre Dame, IN
FULL_TIME
- Database Administration Professional (remote available) University of Notre Dame The University of Notre Dame (ND.jobs) is accepting applications for a Database Administration Professional (remote ava...
- 1 Month Ago
Academic Affairs & Administration Program Director
- University of Notre Dame
-
Notre Dame, IN
FULL_TIME
- Academic Affairs & Administration Program Director University of Notre Dame The University of Notre Dame (ND.jobs) is accepting applications for a Academic Affairs & Administration Program Director. A...
- 1 Month Ago
Afterschool Counselor The Salvation Army Kroc Center
- US Veterans Health Administration
-
South Bend, IN
PART_TIME
- Hours Typical Schedule is: Monday – Friday from 2:00 PM – 6:00 PM for Afterschool. Homeschool schedule is 10:00am. to 3:00 pm. on Wednesday only. (Must be able to work some holidays as needed, hours o...
- 2 Days Ago
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0 Trust Administration Assistant jobs found in South Bend, IN area
Administrative Assistant, Purchasing, South Bend, IN
- 1st Source Bank
-
South Bend, IN
- POSITION SUMMARY Provides administrative support to Manager to contribute to the overall efficient operation of the Purc...
- 4/26/2024 12:00:00 AM
Executive Administrative Assistant
- South Bend Medical Foundation
-
South Bend, IN
- Job Description Job Description Under senior leadership, performs a variety of complete, highly responsible, sensitive a...
- 4/25/2024 12:00:00 AM
Senior Administrative Assistant
- Howmet Aerospace
-
La Porte, IN
- Basic Qualifications Education: * A minimum of a High School diploma or GED equivalency is required. Skills and Abilitie...
- 4/24/2024 12:00:00 AM
IT Administrative Assistant
- Bowen Center
-
Warsaw, IN
- Position Summary: To provide administrative support and assistance to all Information Technology workgroups and departme...
- 4/23/2024 12:00:00 AM
Administrative Assistant | Part Time
- Benchmark Human Services
-
South Bend, IN
- Sign-On Bonus: n/a Description: Benchmark is a national leader in providing programs to individuals with disabilities an...
- 4/23/2024 12:00:00 AM
Retail Administrative Assistant (PT/FT)
- Dick's Sporting Goods
-
South Bend, IN
- Ready to take your passion for sports to the next level? As a Retail Administrative Assistant you will: Assist managers ...
- 4/23/2024 12:00:00 AM
Retail Administrative Assistant (PT/FT)
- Dick's Sporting Goods
-
Granger, IN
- Ready to take your passion for sports to the next level? As a Retail Administrative Assistant you will: Assist managers ...
- 4/23/2024 12:00:00 AM
Administrative Assistant
- EMCOR
-
South Bend, IN
- About Us: Havel is a division of Shambaugh & Son and is a wholly-owned subsidiary of EMCOR Group, Inc. EMCOR is the worl...
- 4/22/2024 12:00:00 AM
About South Bend, Indiana
South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$43,343 to $55,251
South Bend, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Trust Administration Assistant do?
Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020