Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administrative Assistant in our Westerville, OH office.
Our Trust Assistants support one or more Personal Trust Administrators in the management of trust accounts.
Specific duties include the following:
Opening and closing trust accounts
Updating and maintaining trust account records
Paying bills and transferring funds
Facilitating proper and timely transfers of trust account assets
Handling routine questions from clients
Delivering outstanding customer service
Opening mail and answering the telephone
Adhering to all internal and external regulatory requirements, standards, guidelines, policies and procedures
May attend client meetings with the Personal Trust Administrator
Regular attendance is a requirement of this job
Our ideal candidate.
.
.
Has a Bachelor's degree in a business-related field, or equivalent experience
Has 1 to 3 years of trust administrative experience
Experience with Life Insurance is a plus
Meets client needs and expectations
Is proficient in Microsoft Word, Excel and PowerPoint
Completes assignments accurately with attention to detail
Prioritizes work and completes assignments on time
Handles confidential information with discretion
Dresses and acts professionally
Has knowledge of spelling and grammar
Communicates effectively in both oral and written form
Has experience with SunGard Addvantage
Midwest Trust Company is an Equal Opportunity Employer
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