Trust and Investment Administrator

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Boise, United States Idaho Trust Bank Full time

WHY WORK WITH US


Idaho Trust Bank, headquartered in beautiful Boise, Idaho, is listed as one of America’s Best Business and Private Bank’s while also being named one of the top 200 healthiest banks in America. We have a deep professional commitment to our clients and take pride in providing superior service to meet their unique financial needs.


You will have the opportunity to work with incredible co-workers, along with continued learning and educational opportunities. Professionalism, mutual respect, and a sense of humor are traits we value and exhibit.


If you are looking for a place to prove yourself in a rewarding work environment with a company that believes a great culture is the key to success, we just might be the place for you. Come grow with us


SUMMARY


The candidate is responsible for assisting the Trust and Investment Officers with the administration of fiduciary and investment accounts for the Bank’s Wealth Management Department. Responsible for communicating with clients, administering accounts according to the Bank’s Policies and Procedures, as well as assisting the Officers with new business development and the on-boarding of new accounts.


PRIMARY RESPONSIBILITIES


  • Demonstrates superior customer service, attention to detail and follow through
  • Assists Trust and Investment Officers with administering a portfolio of trust and investment relationships.
  • Maximizes client engagement by assisting in assessing, understanding, and identifying clients wealth management, banking and lending needs.
  • Acts as a point of contact and provides assistance to clients.
  • Facilitates communication between client, bank team and other advisors.
  • Assists with the opening, administration and closing of accounts.
  • Works with administrative, operations and investment personnel
  • Assists in preparing and maintaining documentation for investment management and fiduciary accounts.
  • Assists in reviewing each relationship at least annually.
  • Provides superior client service
  • Follow bank policies, procedures, and processes.


THE SKILLS WE ARE LOOKING FOR


These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.


  • Interest in investment management and/or trust/estate administration
  • Background in accounting, finance, investment or law helpful
  • Associates degree (AA/AS) from a college or university, at least 3 years related experience and/or training; or the equivalent combination of education and experience.
  • Excellent organizational, time management skills and attention to detail.
  • Computer skills include word processing, spreadsheet and specialty software programs.
  • Typing skills required to meet production needs of the position.
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, write reports, correspondence, speak clearly to customers and employees.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  • Ability to work with minimal supervision while performing duties.


BENEFITS WE OFFER


Paid Time Off (PTO)

Paid Holidays (11 of them)

Medical, Dental, & Vision

401K

Life Insurance

Transportation Stipend

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