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Trust Assistant
Job
Argent Financial Group
Nashville, TN (In Person)
Full-Time
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Job Description
Trust Assistant Argent Financial Group - 3.5 Nashville, TN Job Details Full-time 19 hours ago Qualifications Customer communication Research Full Job Description General Job Description This position reports directly to the Market President to support the activities of the local market. This position is salaried, non-exempt. The Trust Assistant will be required to accurately report time worked. All overtime must be pre-approved. Not Remote position. Essential Duties Provide administrative and clerical support for Trust Officer(s) and Portfolio Manager(s) including, but not limited to, trust transactions (disbursements, income, etc.), submitting investment trades, preparation of correspondence as requested, preparation of discretionary request documentation for Trust Committee, preparation and/or facilitation of maintenance for special assets. Opening, closing and maintenance of accounts Monitoring of cash balances for overdrafts or large balances Coordination of tax reporting Perform research, documentation and database input as requested Preparation of client and marketing presentations Corresponds with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction Handles routine questions from clients Process incoming and outgoing mail Maintaining excellent and well-organized records and files May attend meetings with officer(s) as necessary Answer phones and greet visitors, clients, centers of influence and prospects Additional Duties and Responsibilities Performs any and all other duties assigned by Market President for which the employee is qualified and physically able to perform with or without reasonable accommodations. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's degree in Business Administration, Banking, Finance, Accounting, or related field; three to five years of experience required in field related to position, or an equivalent combination of education and experience.