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Trust Assistant

2 months ago

Jefferson City, United States Central Bank Full time

Job Description

This is a multi-faceted position including serving the public, clients, professionals and other employees. Central Trust Company provides a comprehensive and disciplined approach to financial planning, estate planning and investment management. We tailor a customized long-term plan to fit the needs of our clients.

PRIMARY DUTIES & RESPONSIBILITIES :

Provide administrative support to relationship managers, portfolio managers and business development officers Manage and facilitate communication with clients Excellent communication skills including phone skills, written skills and in-person meetings Prioritize and manage multiple projects simultaneously Perform various support duties such as answering phones, copying documents and overseeing the day-to-day operations of the office and equipment Facilitate special projects and other duties as assigned

Requirements

JOB SKILLS & QUALIFICATIONS

Minimum high school diploma (some college preferred).

Confidentiality is a must.

.Excellent communication, customer serve and organizational skills.

Professional appearance and demeanor.

Excellent attention to detail, aptitude with numbers and proficient organizational skills are critical.

Ability to read and interpret operating instructions and policy and procedure manuals.

Capable of drafting grammatically correct correspondence.

Working knowledge of Microsoft Office, specifically Word and Excel.

Ability to learn new operating systems and software.

Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously.