Job Summary:

The Trust Administrative Assistant facilitates the efficient operation of the Institutional Retirement Trust Operations department by performing a variety of clerical and administrative tasks



Takes phone calls from clients
Assist with duties of the front desk when needed
Review account paperwork for completeness and accuracy
Approves/disapproves account paperwork
File documents (systematically and physically)
Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed;
Draft and update written procedures
Respond to and resolve account inquiries and questions
Assist with taking and servicing 1099 calls
Track QTA letters and other correspondence
Print and mail paper statements for required accounts
Distribute departemental mail and track returned undeliverable mail
Print and mail new account; account change letters
Verify checks for callers
Process paper proxies
Perform account owner searches via various web sites
Assist Account Administrators as needed
Assist with sorting through large mail deliveries
Assist with mailing checks
Assist with completing some regulatory filings
Perform other related duties as assigned


Required Skills/Abilities:

Associate degree preferred
Three to five years of work experience
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Proficient in Microsoft Office Suite or related software
Excellent organizational skills and attention to detail
Basic understanding of clerical procedures and systems such as recordkeeping and filing
Understand internal trust system and how to maneuver around
Ability to work independenty and as a team