Corporate Trust Assistant Account Administrator

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Herring Bank is seeking a detail-oriented and customer-focused Assistant Account Administrator to support our Corporate Trust division. This position serves as the first point of contact for the department and plays a key role in processing trust-related information, supporting self-directed accounts, and delivering exceptional service to bondholders, churches, and internal partners.

This role is well-suited for someone who enjoys multitasking, working with detailed financial information, and supporting customers in a regulated banking environment.

• Serve as the first point of contact for the Corporate Trust department, handling incoming calls and customer inquiries
• Open, process, and distribute all departmental mail, accurately interpreting and routing documents
• Answer bondholder questions related to interest and principal disbursements
• Open new self-directed accounts and collect required documentation
• Process account updates, distributions, contributions, dividends, and interest for self-directed accounts
• Prepare and mail monthly self-directed annual fee statements
• Perform annual administrative reviews for all self-directed accounts, ensuring required documentation is complete
• Assist with incoming and outgoing transfer requests
• Track insurance and financial statements for church accounts and distribute annual statements
• Provide backup support for daily trust journal entries and the Self-Directed Administrator as needed
• Refer customers to appropriate bank partners for additional products and services
• Support a collaborative team environment and a positive customer experience

• High school diploma or equivalent and at least 3 years of relevant finance-related experience OR a bachelor’s degree in business, Accounting, Finance, or a related field
• Proficiency with Microsoft Office and basic computer applications
• Strong telephone, written, and interpersonal communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Strong attention to detail, organization, and time-management skills
• Positive, professional demeanor with a customer-service mindset
• Ability to work independently with minimal supervision
• Commitment to confidentiality and compliance
• Ability to work a non-exempt schedule up to 40 hours per week
• Must pass a background and credit check

We’re a community bank built on relationships, integrity, and service. As our Trust and Wealth Management divisions continue to grow, we’re looking for team members who value teamwork, accuracy, and deliver exceptional experience to customers and communities.