Administrative AssistantTrust & Wealth Management

Job Summary:

Provides administrative support for designated Trust Officers.

Primary Duties/Responsibilities:

Prepares data for operations processing Retrieves and compiles data for designated accounts Processes contribution and distribution checks Performs calculations related to investment performance Handles routine correspondence with customers Drafts annual account summary reports Processes mail, schedule appointments, and performs other duties as assigned

Qualifications:

Exceptional customer service skills Excellent verbal and written communication skills Strong aptitude for working with numbers and attention to detail Proficiency with Microsoft Word, Excel, and Outlook Strong typing, grammar, and proofreading skills Excellent organizational and time-management abilities Professional appearance and demeanor Ability to maintain confidentiality and handle sensitive information Background in investments, banking, trust, or basic accounting procedures is helpful Ability to work overtime as needed This is a Full-Time Position Hilltop Bank is an EEO Employer No established salary range