Trust Administrative Assistant at Midwest Trust Company – Boulder, Colorado

Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.

If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administrative Assistant. You will support one or more Personal Trust Administrators in the management of trust accounts.

Key Responsibilities:

Client Support:

• Assist clients with inquiries, request and account maintenance.
• Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
• Maintain accurate client records and documentation.

Trust Administration Support:

• Assist Trust Officers with administrative tasks related to trust account administration, including opening and closing accounts, processing transactions, and maintaining account files.
• Prepare account paperwork and documentation, ensuring compliance with regulatory requirements and internal policies
• Coordinate with internal departments and external parties to facilitate trust administration processes.

Document Management:

• Organize and maintain electronic and physical filing systems for trust documents, correspondence, and other records.
• Assist with scanning, indexing, and archiving documents in accordance with document retention policies.

Office Management:

• Provide general administrative support to the trust department, including answering phones, managing calendars, scheduling appointments, and ordering supplies.
• Assist with special projects and initiatives assigned by management.

Qualifications:

• High School diploma or equivalent; associate or bachelor degree preferred in business related field
• Previous experience in administrative support roles, preferably 1 to 3 years of trust
• Strong organizational skills with ability to prioritize tasks and manage multiple deadlines
• Excellent attention to detail and accuracy in data entry and document preparation
• Proficiency in Microsoft Office Suite (Word, Excel and Outlook) and experience with data based management systems (SunGuard Addvantage is a plus)
• Excellent verbal and written communication skills
• Ability to maintain confidentiality and handle sensitive information with discretion
• Knowledge of trust administration processes and regulations is preferred
• Experience with Life Insurance a plus