Trust Administrative Assistant - Glencoe, MN

Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities. And that starts with our employees.

Trust Administrative Assistant - Glencoe, MN

Job Location:Glencoe

Position type:Full-time

Yearly Salary: $40,000 - $50,000

Security Bank is looking for an Administrative Assistant to provide primary support to Trust Officers along with various routine and non-routine administrative support functions within the Trust Department.

• Ensure all new, current and closed accounts have appropriate paperwork
• Execute timely and accurate correspondence with clients as necessary for administration of their accounts
• Organize and prepare for client meetings
• Assume responsibility as directed for routine fiduciary duties connected with an account when client dies
• Assist in the preparation of annual accountings for court
• Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts
• Assist with annual reviews on assigned accounts
• Responsible for maintaining all trust customer filing as instructed by the Trust Officer
• Maintain and organize account files
• Perform miscellaneous assignments as needed including delivery of documents, typing and data entry
• Create graphs and charts for presentations to existing and prospective clients
• Answer and direct phone calls
• Assist Trust Officers with problem resolution and/or account maintenance and day-to-day operational issues

Successful candidates possess organizational skills, functional and technical skills, effective written communication, and problem solving skills