What are the responsibilities and job description for the Administrative Associate position at Heartland Trust Company?
Begin a professional journey where innovation converges with impact! Join our dynamic team as we revolutionize Trust Services, embodying a commitment to excellence and fostering a culture of collaboration. If you are enthusiastic about safeguarding legacies for future generations, prepared to make a significant impact, and thrive in a fast-paced environment, this opportunity is crafted for you. Explore a rewarding career with us, where your skills are highly regarded, and your potential is unleashed. Apply now and become an integral part of something extraordinary!
We are currently seeking a dedicated and resourceful full-time Administrative Associate to join our Trust Administration team. As North Dakota’s only independent trust company, offering comprehensive trust and wealth management services, we prioritize a family-first culture within our dynamic company.
Responsibilities include:
- Support Trust Officers in servicing accounts and responding to client requests.
- Respond directly to client inquiries, fostering positive relationships with both new and existing clients.
- Handle various forms of correspondence, including phone calls, letters, emails, etc.
- Facilitate new and closed account processing.
- Process transactions such as distribution requests, bill payments, and transfers
- Review daily transactions and monitor daily cash balances, addressing significant balances and/or overdrafts.
- Analyze and interpret trust documents to ensure proper administration of trust accounts.
- Act as a liaison between Trust Officers and Operations staff.
Position Requirements:
- A Bachelor’s or Associates’ degree in Business, Finance, or a related field, or equivalent work experience is a prerequisite.
- Minimum 1 year of prior experience in Trust administrative support preferred.
- Minimum 1 year of prior experience in insurance, paralegal, accounting or tax preparation preferred.
- Demonstrate strong written and verbal communication skills.
- Display self-motivation and the ability to work effectively both independently and in a team environment.
- Resourceful in problem solving and seeking answers when encountering new situations.
- Exhibit strong organizational skills, attention to detail, ability to multi-task and excellent follow-up abilities.
- Proficient in Microsoft Office.
Must align with Heartland Trust Company’s Core Values:
- Integrity – Trust, Honesty, Respect
- Service – Going above and beyond
- Togetherness – Different Opinions, unified at heart
Mission Statement:
- To provide a lifelong commitment to the well-being of the those we serve.
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: No more than 40 per week
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $20 - $25
