What are the responsibilities and job description for the Administrative Assistant –Trust & Wealth Management position at HILLTOP NATIONAL BANK?
Job Summary:
- Provides administrative support for designated Trust Officers.
Primary Duties/Responsibilities:
- Prepares data for operations processing
- Retrieves and compiles data for designated accounts
- Processes contribution and distribution checks
- Handles routine correspondence with customers
- Prepares Account Annual reviews
- Mail Processing, schedule appointments & other duties as requested
Qualifications:
- Excellent customer service skills
- Solid verbal and written communication skills
- High aptitude for figures; mathematical ability
- Proficiency with Microsoft Word and Excel
- Good typing, grammar, and spelling ability
- Exemplary organizational skills
- Professional appearance and demeanor for client interaction
- Background in investments and basic accounting procedures is helpful
This is a Full-Time Position
Hilltop Bank is an EEO Employer
No established salary range
