First Western Bank and Trust has a full-time opening for a Trust Administrative Assistant at the Minot - Dakota Square Bank.

Trust Administrative Assistant Benefits Include:

• Paid Vacation, Sick Leave and Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k with matching contributions
• Volunteer Paid Time Off
• Banking Benefits
• And more!

With all the benefits listed above, this is a great opportunity for the right candidate!

Trust Administrative Assistant Essential Duties and Responsibilities:

• Answer incoming phone calls for the Trust Department and route appropriately
• Greet visitors and inquire the nature of their business in order to provide customer service
• Set up trust accounts for clients including adding assets and maintaining client information
• Close trust accounts for clients including preparation of closing forms
• Assist Trust Administrative Officers with administration of personal trust accounts to include account reviews, court accountings, estate inventories, oil and gas records, distributions
• IRA administration to include contributions, distributions, meeting with customers, RMD notices, asset sales, and purchases, account transfers
• Assist Employee Benefits officer with client meetings and mailings
• Assist Trust Manager with duties as assigned
• OFAC/FinCen monitoring and reporting
• Prepare monthly welcome letters to new customers
• Reconcile monthly spreadsheets
• Provide assistance to the production of account reports for clients
• Establish and maintain strong relationships with all trust department staff and clients
• Interact with trust department prospects and various parties relevant to administration of accounts
• Gather information and assist in preparation of proposals to prospective clients
• Assist in preparation of fiduciary tax filings and annual reports for trust, institutional, and individual accounts
• Generate and analyze reports pertaining to assigned responsibilities
• Assist in daily, weekly, monthly, quarterly, and annual reporting functions
• Manage day-to-day trust department activities as requested
• Ensure compliance with banking laws, regulations, and the Banks policies and procedures, including Bank Secrecy Act

Trust Administrative Assistant Education And/or Experience:

• Associates degree in business or finance related field preferred
• 2 years experience in banking, benefit processing, or office administration
• Knowledge of retirement plan regulations and terminology preferred
• Knowledge of investments and accounting principles preferred

SKILLS/ABILITIES:

• Excellent written and verbal communication skills
• Highly organized with careful attention to detail
• Able to prioritize, multitask and work with a variety of people
• Reliable, responsible, and dependable in fulfilling obligations
• Demonstrate professionalism in working with the public and all levels of management
• Computer proficiency, especially in Microsoft programs and related banking software

First Western Bank and Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.