Washington, Iowa
Trust Operations Assistant Job Opening in Washington, Iowa - Qualifications :
The person we desire to hire will serve as receptionist, secretary and assistant to the Trust Officers at the Washington State Bank. This person will be responsible for managing the office area also. These duties will include but are not limited to:
Greeting customers, answering the telephone, scheduling appointments
Maintaining a clean, tidy work area in the Trust Department
Filing/Scanning daily mail/transactions
Communications between the Trust Officers and clients, attorneys, brokers, etc.
Completing the daily Trust Account transactions; income & expenses, in the Accutrust accounting software
Inputting the Trust Officer?s Time & Billing in the billing software
Handling IRA and HSA transactions
Proficient in MS Office, specifically Excel, Word and PowerPoint
In order to fulfill these duties and responsibilities, this person should be:
Ambitious
Intelligent
Tactful
Articulate
Flexible
Organized
Honest
This person should work well under pressure, should be detail oriented, emotionally mature, responsible, and possess basic computer and secretarial skills. Experience in the securities industry, accounting or fiduciary related fields would be beneficial.
At Washington State Bank diversity is embraced and we are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, creed, Veteran status, disability, or any other legally protected status. If you have a disability or special need that requires accommodation, please let us know.
Job Type: Full-time
Required education:
Associate
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