What are the responsibilities and job description for the Trust Associate position at Frandsen Financial Corporation?
Frandsen Bank & Trust seeks a Trust Associate, who will be based out of our Apple Valley Wealth Management and Trust office location.
Essential Duties and Responsibilities:
- Provide daily administrative support to the Wealth Management & Trust Senior Management and Trust officers.
- Setup, maintain and process ad hoc and recurring client distributions and deposits.
- Engage in high-touch client interactions to provide professional service.
- Open, close and maintain client accounts.
- Maintain client data base with high accuracy and integrity.
Education:
- Bachelors Degree in Finance or Business
Required Qualifications:
- Strong interpersonal and organizational skills
- Aptitude for confidentiality, accuracy, and attention to detail
- Strong verbal and written communication skills
- Ability to multi-task
- Proficient in Microsoft Office products
Preferred Qualifications:
- 1-3 years Administrative Assistant or general Financial Services industry experience
- General knowledge of finance and accounting principles
- Dependable, cooperative, and flexible, with the ability to work in a fast-paced environment
Salary range for this role is $21.50 to $28.00 per hour, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Salary : $22 - $28
