Trust Administrative Assistant | Boulder, CO

Detailed Information

  • Location: Boulder, CO

  • Company: MTC Holding

opportunity for you to join our firm as a Trust Administrative Assistant in our Boulder, CO 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 Power Point 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 Sun Gard Addvantage Midwest Trust Company is an Equal Opportunity Employer Requirements: PI50b31996cd

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