Trust Assistant
Responsible for supporting the administrative functions of the Trust Department, duties of the Trust Assistant position include, but are not limited to:
•Prepare and maintain correspondence, reports, contracts, income & expense processing and customer disbursements.
• Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department.
• Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records.
• Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements.
Responsible for supporting the administrative functions of the Trust Department, duties of the Trust Assistant position include, but are not limited to:
•Prepare and maintain correspondence, reports, contracts, income & expense processing and customer disbursements.
• Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department.
• Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records.
• Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements.