Job Description

Description:

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

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. We offer an outstanding benefits package!

Specific duties include:

• Opening and closing trust accounts
• Working with Life Insurance carriers in procuring policy information
• Updating and maintaining trust account records
• Transferring funds
• Facilitating proper and timely transfers of trust account assets
• Handling routine questions from clients
• Delivering outstanding customer service
• Opening mail, indexing documentation and answering the telephone
• Adhering to all internal and external regulatory requirements, standards, guidelines, policies and procedures
• May attend client meetings with the Personal Trust Administrator as needed

Requirements:

• Bachelor\'s degree in a business-related field, or equivalent experience
• 1 to 3 years of trust administrative experience
• Experience with Life Insurance is a plus
• Proficient in Microsoft Word, Excel and PowerPoint
• Accuracy and attention to detail
• Time management skills
• Effective oral and written communication skills
• Experience with SunGard Addvantage or other trust accounting system is a plus
• Regular attendance

Midwest Trust Company is an Equal Opportunity Employer

PI

MTC Holding Corporation