Trust Administration Assistant jobs in Minnesota

North Shore Bank is a locally-owned and managed, independent, community bank that has been operating in the Duluth area for over 100 years. Our Investments & Trust department is seeking a Trust Assistant to join our team! This position is responsible for various administrative and operational support functions in the department. We offer competitive pay, a full benefits package and a fun team oriented environment. This full-time position is located onsite in Duluth, MN. North Shore Bank is an Equal Opportunity Employer.

Responsibilities:

• Facilitate processing of daily distributions and contributions for various account types using department software.
• Provide support to administrators and to the department through various operational and administrative duties. Some duties may include; issuing disbursements, preparing meeting materials, account reconciliation, preparing internal forms, contact and communication with various individuals (clients, beneficiaries, external professionals), etc.
• Provide backup support and cross-train with operational positions to develop and maintain the skills necessary to independently perform functions associated with disbursements, receipts or investments.
• Prepare, mail and track client communications and notices. A significant amount of trust, diplomacy, confidentiality, professionalism and tact are required through all forms of communication.
• Desire and ability to learn new concepts and apply them in a functional manner. Areas of knowledge may include; investments, IRAs, estate work, real estate, banking functions, tax, fiduciary responsibility, accounting/bookkeeping and other wealth management related topics.
• Perform other duties and projects as assigned.

Qualifications:

• Associates degree in Accounting, Finance or related field; experience in lieu of degree will be considered. Position title based on level of experience and education.
• Excellent customer service skills
• Confidentiality
• Strong attention to detail, accuracy and organization
• Inquisitive, resourceful and enjoys research and problem solving
• Ability to shift priorities and multitask
• Self-Starter and willingness to learn a variety of new concepts and skills related to the department
• Works well in a team environment and willing to help others

Benefits:

• Medical, Vision and Dental, Life, Disability, Flexible Spending, HSA, EAP, Wellness Program
• 401(k) with Employer Match and Profit Sharing
• Paid Time Off, Personal Day, Flex Time, Volunteer Hours
• Paid Holidays
• Fun and friendly family-owned work environment

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person