Trust Clerk jobs in South Bend, IN

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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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 Function
    Provide 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-Exempt

    Hourly 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

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Records Clerk
  • Four Winds Casinos
  • New Buffalo, MI FULL_TIME
  • SUMMARY: Compiles, enters and maintains records of business transactions. Answers inquiries regarding data records, including their location and how to access them. ESSENTIAL DUTIES AND RESPONSIBILITI...
  • 20 Days Ago

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Accounting clerk
  • Microscreen
  • South Bend, IN FULL_TIME
  • DescriptionAs an accounting clerk, you will be responsible for providing support to the accounting department by performing a variety of tasks to ensure that financial transactions are accurately and ...
  • 20 Days Ago

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Administrative clerk
  • Whisker Labs
  • La Porte, IN FULL_TIME
  • Administrative Assistant / Fully Remote - Anywhere in U.S. / Up to $50K per year / Health, dental, and vision / 401k match - As an Administrative Clerk you'll : Digitally organize, document, and file ...
  • Just Posted

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Cashier Clerk
  • St. Joseph County, IN
  • South Bend, IN FULL_TIME
  • Position: cashier clerkDepartment TreasurerLocation: 227 W Jefferson Blvd. 2nd Fl South Bend IN 46601Status: Full TimeSalary: $18.53 hour $38,540 yearJob Category: COMOT (Computer, Office Machine Oper...
  • Just Posted

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Administrative Clerk
  • Snyder's Men's Shop, Inc
  • Granger, IN PART_TIME
  • Job Summary Snyder's Men's Shop is a small retail business specializing in mens clothing. We are looking for a motivated assistant to help maintain the function of the store. We have two locations wit...
  • Just Posted

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0 Trust Clerk jobs found in South Bend, IN area

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Retail Administrative Assistant (PT/FT)
  • Dick's Sporting Goods
  • Elkhart, IN
  • Ready to take your passion for sports to the next level? As a Retail Administrative Assistant you will: Assist managers ...
  • 4/24/2024 12:00:00 AM

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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

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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

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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

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Retail Administrative Assistant (PT/FT)
  • Dick's Sporting Goods
  • Mishawaka, 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

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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

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Retail Administrative Assistant (PT/FT)
  • Dick's Sporting Goods
  • Goshen, 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

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Administrative Assistant
  • Career Transitions, LLC
  • Cassopolis, MI
  • Administrative Assistant Full-Time Cassopolis, MI Must have strong MS Excel skills and have experience working with an E...
  • 4/22/2024 12:00:00 AM

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 Clerk jobs
$33,864 to $40,426
South Bend, Indiana area prices
were up 1.3% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020