Trust Administrative Assistant Jobs (NOW HIRING)

Description

The Trust Administrative Assistant provides comprehensive administrative and client service support to the Trust Administration team by assisting with the daily administration of fiduciary accounts and delivering exceptional service to clients, beneficiaries, advisors, and internal business partners. This position serves as a key operational resource responsible for coordinating client communications, preparing trust documentation, maintaining account records, facilitating account transactions, and supporting Trust Officers throughout the trust administration lifecycle.

The Trust Administrative Assistant plays an important role in ensuring efficient operations, regulatory compliance, and a superior client experience while maintaining the highest standards of confidentiality, professionalism, and accuracy.

Duties/Responsibilities to be performed with or without accommodation.

Essential Responsibilities

Client Service & Relationship Support

• Serve as a primary administrative contact for clients, beneficiaries, attorneys, CPAs, financial advisors, and internal business partners. 
• Respond to routine client inquiries and coordinate requests with Trust Officers. 
• Schedule client meetings and prepare meeting materials. 
• Assist with follow-up communications and documentation. 
• Deliver exceptional client service while maintaining confidentiality and professionalism. 

Trust Administration Support

• Provide administrative support for the administration of personal trusts, irrevocable trusts, revocable trusts, charitable trusts, estate accounts, investment management accounts, guardianships, conservatorships, and agency relationships. 
• Prepare documentation necessary to establish new fiduciary accounts. 
• Assist with account openings, account maintenance, account modifications, and account closures. 
• Coordinate account documentation with internal departments and external professionals. 
• Process account maintenance requests and administrative transactions. 
• Monitor outstanding documentation and follow up as appropriate. 

Documentation & Compliance

• Prepare      and review trust account documentation for completeness and accuracy. 
• Maintain      electronic and physical client files in accordance with company policies. 
• Assist      with fiduciary documentation, correspondence, committee materials, and      regulatory requests. 
• Ensure      documentation complies with internal policies, fiduciary standards, and      regulatory requirements. 
• Maintain      document retention in accordance with company policy. 

Account Administration

• Assist with: 
  • Cash requests 
  • Distributions 
  • Asset transfers 
  • Client correspondence 
  • Tax documentation 
  • Beneficiary information updates 
  • Account maintenance 
  • Investment account paperwork 
• Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. 

Office & Administrative Support

• Answer department telephone calls. 
• Manage calendars and meeting schedules. 
• Coordinate travel arrangements as needed. 
• Order office supplies. 
• Prepare reports and correspondence. 
• Support departmental projects and initiatives. 
• Assist with training materials and procedure documentation. 

Technology & Records Management

• Maintain accurate client information within trust accounting systems. 
• Scan, index, upload, and archive documents. 
• Utilize document management systems efficiently. 
• Assist with system updates and data quality initiatives. 

Team Collaboration

• Partner with Trust Officers, Portfolio Managers, Trust Accountants, Operations, Compliance, and Investment personnel to ensure timely and accurate service delivery. 
• Support continuous process improvement initiatives. 
• Participate in departmental meetings and training program

Requirements

Education

High School Diploma or GED required. 

Associate's Degree in Business, Finance, Accounting, Legal Studies, or related field preferred. 

Bachelor's Degree is a plus. 

Experience

1-3 years of administrative experience in trust administration, banking, wealth management, legal services, or financial services preferred. 

Experience supporting fiduciary account administration preferred. 

Life insurance trust administration experience is a plus. 

Technical Skills

Proficiency with:

Microsoft Word 

Microsoft Excel 

Microsoft Outlook 

Adobe Acrobat 

Document Management Systems 

Trust Accounting Systems 

CRM software 

Experience with SunGard AddVantage or similar trust accounting software preferred.

Core Competencies

Client Service Excellence 

Attention to Detail 

Organization & Time Management 

Administrative Accuracy 

Confidentiality 

Written & Verbal Communication 

Relationship Building 

Problem Solving 

Teamwork 

Professionalism 

Adaptability 

Initiative 

Success Measures

Performance is evaluated on:

Accuracy of documentation 

Client service responsiveness 

Timeliness of account processing 

Compliance with policies and procedures 

Quality of administrative support 

Team collaboration 

Organization and workflow management 

Attendance and reliability 

Continuous process improvement

Regular Attendance (Position in on-site)    

Work Environment and Physical Demands 

Moderate noise (business office with computers, phone, printers, light traffic)

Ability to sit at a computer for an extended period.

Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone.

Specific vision abilities include close vision requirements due to computer work. 

Prolonged periods of sitting and computer use. 

Occasional lifting of files or office materials up to 20 pounds. 

Ability to communicate effectively with clients and coworkers. 

Regular and reliable on-site attendance is an essential function of the position. 

Midwest Trust Company is an Equal Opportunity Employer