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- ...3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.More Show Less
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Seeking an 'Trust Associate' to work in a respected Trust here in ABQ. Looking for someone that is self-sufficient and self-motivated- Can train, but must be experienced with Microsoft Excel, light QuickBooks as well is helpful. Working in a dynamic, professional, financial/bank-related office environment. Must have strong interpersonal and communication skills, initiative, dependability, high level of motivation, and the ability to multi-task. O...
