Trust Assistant
On-siteAddison, Texas, United States
Addison, Texas, United StatesOn-siteFull TimeAssociates DegreeLarge
Full TimeAssociates DegreeLarge
Job Summary
Answer phones, greet visitors and prospects, and resolve customer issues with online access and trust account systems. Maintain organized records and account files through scanning and filing while ensuring high confidentiality for all clients. Complete administrative tasks for officers and managers, coordinate approved trust marketing events, and correspond professionally with centers of influence. Resolve customer concerns regarding trust accounts and assist with special projects as assigned. Maintain a constant state of alertness while performing duties that require periods of concentration.
Required Qualifications
- Equivalent of four years in high school
- Night, trade extension, or correspondence school specialized training, equal to two years of college
- 12 to 18 months related experience
- 1 to 6 months related management experience
- Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers
- Ability to write and speak simple sentences
- Ability to read and understand simple instructions, short correspondence, notes, letters and memos
- Ability to write simple correspondence
- Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
- Ability to apply concepts such as fractions, ratios, and proportions to practical situations
- Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions
- Ability to deal with problems involving several known variables in situations of a routine nature
- 10-Key
- Accounting
- Alphanumeric Data Entry
- Contact Management
- Database
- Presentation/PowerPoint
- Spreadsheet
- Word Processing/Typing
- Superior attention to detail
- Proficiency with Microsoft Office (Excel, Word, Outlook)
- Basic knowledge of principal and income accounting
- Ability to perform multiple tasks and assignments in a changing environment with competing priorities while meeting tight deadlines
- Must occasionally lift and/or move up to 25 pounds
- Must frequently lift and/or move up to 10 pounds
- Close vision
- Color vision
- Depth perception
- Ability to adjust focus
Desired Qualifications
- Notary Public
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