Trust Administrative Assistant
OH · On-site
Assists Trust Company employees with clerical/administrative support and assists clients with needs ... Greet and assist visitors (if applicable) * Handle incoming phone calls to answer questions and ...
Trust Administrative Assistant
OH · On-site
Assists Trust Company employees with clerical/administrative support and assists clients with needs ... Greet and assist visitors (if applicable) * Handle incoming phone calls to answer questions and ...
Trust Associate
Kenwood, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Kenwood, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Cleveland, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Cleveland, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Cleveland, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Cleveland, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Kenwood, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Kenwood, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Administrator- 3633588
Cleveland, OH · On-site
$85K - $95K/yr
Confirm copy of trust instrument is in physical and digital file and coordinate with attorney's assistant as needed to ensure documents are in file as required. * Prepare correspondence and ...
Quick apply
Trust Administrator- 3633588
Cleveland, OH · On-site
$85K - $95K/yr
Confirm copy of trust instrument is in physical and digital file and coordinate with attorney's assistant as needed to ensure documents are in file as required. * Prepare correspondence and ...
Front of the House Manager
Austintown, OH · On-site
The responsibilities of a FOH manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist ...
Front of the House Manager
Austintown, OH · On-site
The responsibilities of a FOH manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist ...
Hourly Shift Manager
Coshocton, OH · On-site
$15 - $17/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Quick apply
Hourly Shift Manager
Coshocton, OH · On-site
$15 - $17/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Front of the House Manager
Austintown, OH · On-site
The responsibilities of a FOH manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist ...
Quick apply
Front of the House Manager
Austintown, OH · On-site
The responsibilities of a FOH manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist ...
Hourly Shift Manager
Zanesville, OH · On-site
$15 - $19/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Quick apply
Hourly Shift Manager
Zanesville, OH · On-site
$15 - $19/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
University Heights, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
University Heights, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Hourly Shift Manager
Zanesville, OH · On-site
$15 - $19/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Quick apply
Hourly Shift Manager
Zanesville, OH · On-site
$15 - $19/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Shaker Heights, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Shaker Heights, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Streetsboro, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Streetsboro, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Toledo, OH · On-site
$18 - $25/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Quick apply
Store Manager
Toledo, OH · On-site
$18 - $25/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Kirtland, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Kirtland, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Mayfield Heights, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Mayfield Heights, OH · On-site
$45K - $48K/yr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Oregon, OH · On-site
$18 - $23/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Quick apply
Store Manager
Oregon, OH · On-site
$18 - $23/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Store Manager
Wickliffe, OH · On-site
$16 - $17/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Quick apply
Store Manager
Wickliffe, OH · On-site
$16 - $17/hr
... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...
Trust Assistant information
What is a trust assistant?
Trust Assistants are professionals who support trust officers and administrators in managing trusts, estates, and fiduciary accounts. Their duties typically include handling documentation, maintaining records, assisting with client communications, and ensuring compliance with legal and financial regulations. Trust Assistants play a key role in the daily operations of trust departments at banks, law firms, or wealth management companies, helping to ensure that clients' assets are managed efficiently and according to their wishes.
What are the typical daily responsibilities of a trust assistant?
A Trust Assistant typically handles a variety of administrative tasks such as maintaining client records, preparing account documentation, processing distributions, and assisting with compliance reporting. They often serve as a key point of contact for clients, attorneys, and other advisors, ensuring smooth communication and prompt resolution of inquiries. By efficiently managing these responsibilities, Trust Assistants support Trust Officers and the broader team, helping to ensure accurate account management and a high level of client service. Their attention to detail and proactive approach directly contribute to the trust department's reputation and operational success.
What are the key skills and qualifications needed to thrive as a trust assistant?
To thrive as a Trust Assistant, you need strong organizational skills, attention to detail, and a basic understanding of trust administration, often supported by a degree in business, finance, or a related field. Familiarity with trust accounting systems, database management tools, and proficiency in Microsoft Office Suite are typically required. Excellent communication, discretion, and the ability to manage confidential information set exceptional candidates apart. These skills ensure accurate record-keeping, efficient support for trust officers, and the safeguarding of sensitive client assets.
What is the difference between Trust Assistant vs Trust Officer?
| Aspect | Trust Assistant | Trust Officer |
|---|---|---|
| Credentials | Typically requires a high school diploma or associate degree; some roles may prefer a bachelor's degree | Requires a bachelor's degree; often a professional certification like CTFA or CFP is preferred |
| Work Environment | Supportive role within trust departments, assisting with administrative tasks | Client-facing role involving trust management, decision-making, and fiduciary responsibilities |
| Employer & Industry Usage | Common in banks, trust companies, and financial institutions | Found in similar institutions, often with more senior responsibilities |
Trust Assistants support trust departments by handling administrative and clerical tasks, while Trust Officers manage client relationships and make fiduciary decisions. Trust Assistants typically have less experience and responsibility but are essential for smooth operations within trust services.
How much do trust assistants make?
Trust assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the organization. They often require strong organizational skills and knowledge of trust administration or legal procedures. Salaries can vary based on the complexity of trusts managed and certifications held.
What are the most commonly searched types of Trust jobs in Ohio?
The most popular types of Trust jobs in Ohio are:
What are popular job titles related to Trust Assistant jobs in Ohio?
For Trust Assistant jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Trust Assistant jobs in Ohio look for?
The top searched job categories for Trust Assistant jobs in Ohio are:
What cities in Ohio are hiring for Trust Assistant jobs?
Cities in Ohio with the most Trust Assistant job openings:
Trust Administrative Assistant
OH • On-site
Farmers National Bank of Canfield
Full-time
Re-posted 5 days ago
Job description
Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available.
ESSENTIAL DUTIES and RESPONSIBILITIES:
EDUCATION and/or EXPERIENCE:
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
ESSENTIAL DUTIES and RESPONSIBILITIES:
- File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files
- Process Employee and Employer contributions received through the recordkeeping system
- Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary
- Provide distribution and loan forms to participants
- Input and process distributions and payments from client accounts on demand
- Monitor available cash and notify Administrator of cash needs
- Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator
- Produce reports and Excel spreadsheets as needed
- Open accounts by inputting necessary client information; close accounts per instructions of Administrator
- Provide paperwork to Trust Operations in order to process receipt and delivery of securities
- Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issues
- Obtain cost basis information/estate valuation
- Prepare Court Accountings as needed (if applicable)
- Coordinate client meetings and preparation of necessary presentation materials and board packets
- Greet and assist visitors (if applicable)
- Handle incoming phone calls to answer questions and resolve problems
- Sort and distribute incoming mail. Daily run to Post Office (if applicable)
- Type correspondence, reports and other documents
- Complete all other duties as assigned
EDUCATION and/or EXPERIENCE:
- High School diploma/GED and two (2) years Trust experience, business or college classes.
- Must be proficient in the following computer programs (Word, Excel Spreadsheets,etc.) and able to use all general office equipment.
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.