Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Duties and Responsibilities:
Transcribe, create and modify documents such as letters, memoranda, and spreadsheets with Microsoft Word, Excel and/or other programs.
Maintain office calendar and Supervisor's calendar to coordinate schedules.
Maintain and update client database.
Perform general clerical duties including, but not limited to copying, faxing, mailing and filing (hard copy and electronic).
Answer telephones and transfer to appropriate staff member.
Sort and distribute incoming correspondence, including faxes.
Open Supervisor's correspondence and present for review at regular scheduled meetings.
Sign for and distribute UPS/FedEx or similarly delivered packages.
May conduct research, compile data and prepare papers for consideration and presentation to the Supervisor.
Set up and coordinate meetings and conferences.
Interact with clients and visitors.
Arrange for the repair and maintenance of office equipment.
Support other staff in assigned project-based work.
Maintain confidentiality in all aspects of client, staff and company information.
Other duties as assigned by Supervisor.
Knowledge, Skills and Abilities:
Computer literate.
Good writing, analytical and problem-solving skills.
Knowledge of principles and practices of organization, planning, records management and general administration.
Ability to communicate effectively.
Ability to operate standard office equipment, including but not limited to, computers, telephone systems, typewriters, calculators, copiers and facsimile machines.
Ability to follow oral and written instructions.
Minimum Qualifications:
Must be computer literate.
Knowledge of principles and practices of basic office management and organization.
Ability to work well either alone or as part of a team.
Please e-mail your resume and a cover letter to the contact e-mail.
Benefits:
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year
Benefits:
Work Location: In person
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