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Trust Services Administrative Specialist
2 months ago
Position Overview:
This role is focused on providing essential administrative and operational assistance to the trust division of Lee Bank and October Mountain Financial Advisors.
About the Organizations:
Lee Bank's trust division acts as a fiduciary for various families, both single and multi-generational, across New England. October Mountain Financial Advisors is dedicated to wealth management, overseeing assets and delivering financial planning services to individual and institutional clients throughout the Berkshires and beyond.
Key Responsibilities:
This position entails handling confidential private banking transactions and supporting clients of both organizations. The individual will function as a dual representative of Lee Bank and October Mountain Financial Advisors.
Qualifications:
The ideal candidate will possess the following credentials and experience:
- High School Diploma or equivalent
- A minimum of 2 years in Wealth Management or 5 years in a banking environment
- Basic knowledge of investment products and strategies
- Completion of a Fundamentals of Trust Services course
- Strong attention to detail and accuracy in job functions
- Ability to work both independently and collaboratively within a team
- Capacity to manage multiple projects effectively in a fast-paced environment
- Excellent organizational skills
- Strong verbal communication and clear writing abilities
- Proficiency in Microsoft Office, Salesforce, DocuSign, and Zoom.
Compensation and Benefits:
Lee Bank offers a competitive compensation package. For a comprehensive overview of benefits, please refer to the careers section of Lee Bank's website.
Diversity and Inclusion:
Lee Bank is an Equal Opportunity Employer and is committed to promoting workforce diversity, including but not limited to race, color, gender identity, religion, national origin, disability, and veteran status.
Job Type: Full-Time
Education Level: High School, Associate Degree
Experience Level: Mid to Senior Level
Job Function: Finance, Administrative, Customer Service
