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View salary and benefits informationThe Trust Administrative Support Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Administrative Support Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Administrative Support Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Administrative Support Assistant works under moderate supervision. Gains or has attained full prof more...
Supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Tracks confirmations, audits transactions according to policy. Researches and resolves any issues. May require an associate degree. Typically reports to a supervisor. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. more...
The Trust Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Assistant works under moderate supervision. Gains or has attained full proficiency in a specific area of discipline. Working as a Trust Assistant typically requires 1- more...
The Trust Customer Support Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Customer Support Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Customer Support Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Customer Support Assistant works under moderate supervision. Gains or has attained full proficiency in a specific ar more...
Supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Typically reports to a manager. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Typically requires 3-5 years experience in the related area as an indi more...
Provides administrative support to an individual, team, department or group in an organization. Collects, reviews and analyzes data and prepares reports, charts, budgets, and other presentation materials utilizing word processing, spreadsheet, or specialized software. Prepares and distributes reports or other communications on a regular schedule. Maintains files, databases, and archives of relevant records. Screens calls and responds to or routes routine inquiries from external or internal sources with appropriate correspondence or other messaging. Schedules and coordinates meetings, travel, a more...
Provides administrative support to an individual, team, department or group in an organization. Collects, reviews and analyzes data and prepares reports, charts, budgets, and other presentation materials utilizing word processing, spreadsheet, or specialized software. Prepares and distributes reports or other communications on a regular schedule. Maintains files, databases, and archives of relevant records. Screens calls and responds to or routes routine inquiries from external or internal sources with appropriate correspondence or other messaging. Schedules and coordinates meetings, travel, a more...
Provides administrative support to an individual, team, department or group in an organization. Collects, reviews and analyzes data and prepares reports, charts, budgets, and other presentation materials utilizing word processing, spreadsheet, or specialized software. Prepares and distributes reports or other communications on a regular schedule. Maintains files, databases, and archives of relevant records. Screens calls and responds to or routes routine inquiries from external or internal sources with appropriate correspondence or other messaging. Schedules and coordinates meetings, travel, a more...
Provides administrative support to an individual, team, department or group in an organization. Collects, reviews and analyzes data and prepares reports, charts, budgets, and other presentation materials utilizing word processing, spreadsheet, or specialized software. Prepares and distributes reports or other communications on a regular schedule. Maintains files, databases, and archives of relevant records. Screens calls and responds to or routes routine inquiries from external or internal sources with appropriate correspondence or other messaging. Schedules and coordinates meetings, travel, a more...
Manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. more...
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