
We take pride in our employees.
Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities. And that starts with our employees.
We offer employment opportunities with an exceptional compensation and benefits package including profit sharing, medical, dental, 401k options, personal time off, an environment that promotes professional development, and more.
Trust Administrative Assistant - Glencoe, MN
Job Location: Glencoe
Position type: Full-time
Security Bank & Trust Co. is looking for a Full Time Trust Administrative Assistant to provide primary support to Trust Officers along with various routine and non-routine administrative support functions within the Trust Department.
Position Competencies:
Successful candidates possess organizational skills, functional and technical skills, effective written communication, and problem-solving skills.
Responsibilities:
- Ensure all new, current & closed accounts have appropriate paperwork
- Execute timely & accurate correspondence with clients as necessary for administration of their accounts
- Organize & prepare for client meetings
- Assume responsibility as directed for routine fiduciary duties connected with an account when client dies
- Assist in the preparation of annual accountings for court
- Obtain written authorizations & directions necessary for distributions; purchases & sales in non-discretionary accounts
- Assist with annual reviews on assigned accounts
- Responsible for maintaining all trust customer filing as instructed by the Trust Officer
- Maintain & organize account files
- Perform miscellaneous assignments as needed including delivery of documents, typing and data entry
- Create graphs & charts for presentations to existing & prospective clients
- Answer & direct phone calls
- Assist Trust Officers with problem resolution and/or account maintenance & day-to-day operational issues
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, & documents, including the Code of Conduct.
Education and Experience:
High school diploma required.
Language Skills:
Strong verbal and written communication skills are required. Conduct oneself with a level of professionalism. Able to respond to common inquiries or complaints from clients or vendors, regulatory agencies or members of the business community. Proven ability to present information to groups or individuals in a confident and professional manner.
Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasoning Ability:
Must be able to prioritize workload and complete tasks in a timely manner.
Other Skills/Abilities/Specifications:
Knowledge of Microsoft Office, including Word, Excel, Power Point is required. Microsoft Outlook is helpful. Strong sales skills commensurate with knowledge and experience. Superior human relation skills. Ability to work effectively under deadlines and pressure. Self-motivated ability to work consistently and productively under minimal supervision.