Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Major Job Function:
Works as an assistant to Corporate Trust Legal Counsel. Provides customer service and initiates actions in support of the Legal Team. Responsible for preparing, saving, and delivering documentation necessary for Corporate Trust transactions and assisting in special projects and requests. Mentors and trains less experienced Legal Assistants.
Experience/Skills necessary to perform duties:
Regular Duties and Responsibilities:
· Assist Corporate Trust Legal Counsel with account set-up and document preparation
· Research customer inquiries and requests
· Assist in maintaining and researching the Aircraft N registration records
· Provide assistance with the verification of the due diligence of new customers
· Prepare documents for filing with Federal Aviation Administration
· Lead/assign Corporate Trust special projects
· Provide guidance to less experienced Legal Assistants
· Process correspondence related to transaction requirements
· General filing and typing
· Scanning and saving documents
· Prepare overnight courier packages
· Interact with customer and attorneys in connection with transaction set-up and inquiries
· Obtain and maintain notary
· Manage the Bank’s responsibilities on the International Registry
· Assist marketing efforts in the department including organization of marketing supplies
Assist with new employee onboarding process
· Attendance is an essential function of the job.
· Other duties as assigned
The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.