Trust Clerk jobs in Minnesota

Security Bank is looking for an 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 and closed accounts have appropriate paperwork
• Execute timely and accurate correspondence with clients as necessary for administration of their accounts
• Organize and 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 and directions necessary for distributions; purchases and 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 and organize account files
• Perform miscellaneous assignments as needed including delivery of documents, typing and data entry
• Create graphs and charts for presentations to existing and prospective clients
• Answer and direct phone calls
• Assist Trust Officers with problem resolution and/or account maintenance and 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, and documents, including the Code of Conduct.

Job Type: Full-time

Pay: $38,000.00 - $44,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person