Trust Administrative Assistant

Position:
Trust Administrative Assistant

High-level administrative support, preparing statistical reports, handling informational requests, performing clerical functions such as preparing correspondence, greeting visitors, arranging conference calls, and scheduling meetings.

• Greet visitors and answer incoming calls, respond to inquiries by providing information or seeking out resources for a response.
• Take messages and transfer or direct them to the appropriate person according to their question and/or request.
• Reconcile client expenses upon receipt of bills. Review database for prior payments, check the recurring payment list, review account history to ensure bill is not duplicated, confirm account balance for sufficient funds, prepare check request and forward to Trust Officer for approval. Mail bill payments in a timely manner.
• Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheets, word processing, database management, and other needed applications.
• Transfer assets for new account. Gather information from Trust Officer needed to compile transfer file and work with removed institution to gather the assets, prior tax returns, original documents, and cost information on the assets. Follow up timely to ensure assets are transferred to the trust account.
• Image all trust administration documents. Ensure the documents are indexed to correct account and folder and the image is pristine for future reference.
• Maintain original documents. Image, log, and file original documents when received by Stifel Trust.
• Order and ensure adequate and appropriate supplies are available for the department.

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems; combine pieces of information to form general rules or conclusions, and make recommendations or apply these rules to specific problems.
• Skilled at finding and using traditional and creative methods of solving problems.
• Communicate effectively (both written and verbal) on the phone and in person as appropriate for the needs of the audience; use excellent grammar and possess courteous and efficient phone and office etiquette; effectively convey information.

• Minimum required:
  High School diploma or equivalent experience that enables performance in all aspects of the position.
• Minimum required: 1+ years of administrative related experience. Trust experience preferred.

• Working knowledge of Microsoft Excel, Word, PowerPoint, Outlook.

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, we are committed to helping families, companies, and municipalities find their own success.

We offer an entrepreneurial environment and a comprehensive benefits package to include health, dental and vision care, 401(k), wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal-opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information:
Know Your Rights.
Stifel is an Equal Opportunity Employer.