Trust Securities Specialist
$45,760–$68,640 year
On-siteSanta Rosa, California, United States
Job Summary
Manage daily cash flow, process mail, and perform system maintenance for trust accounts while acting as a liaison between Trust Officers and the Investments team. Draft routine correspondence, prepare backup documentation for annual reviews, and set up or close accounts as requested. Process deposits and disbursements, monitor investment transactions for non-managed accounts, and provide responsive client service via telephone inquiries. Maintain orderly workflows in the absence of assigned officers and execute special projects as assigned. This role supports the Trust Operations department, requiring a comprehensive understanding of the trust operating system and general trust administration principles.
Required Qualifications
- Associate's degree in accounting, business administration, or related field
- two years of experience in an administrative support role
- equivalent combination of education and experience
- Knowledge of modern office administration methods and practices
- Skill operating a personal computer including word processing, spreadsheet and presentation software
- Basic mathematical calculation skills
- Comprehensive understanding of trust operating system and operational processes utilized by Department
- Knowledge and understanding of general trust and/or Qualified Retirement Plan and IRA administration principles
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