Trust Associate
Central Bank
Jefferson City, MO0–2 yrs1h agovia LinkedIn
Job Title: Trust Associate
Company: Central Bank
About the Role
Central Trust Company provides world-class “fee-only” wealth management solutions including investment management, fiduciary services, financial, estate, and tax planning services. This role involves working directly with the Wealth & Trust Advisor in managing client relationships, building efficiency within existing operations, and providing top-tier client service. The ideal candidate enjoys client service and participates in a team atmosphere.
Key Responsibilities
- Provide administrative support to the Trust, Tax, and Investment Officers.
- Monitor and schedule client review meetings.
- Prepare essential paperwork for client transactions.
- Process client requests.
- Conduct account research to solve problems.
- Facilitate and follow through with actionable solutions.
- Communicate and provide daily assistance with client matters and accounts.
- Perform various support duties such as answering phones, copying documents, and daily remittances/receipts processing.
- Facilitate special projects assigned by the Department Manager.
- Other duties as assigned.
Requirements & Tech Stack
- AddVantage trust accounting system.
- Fidelity custodial system.
- Ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.
Qualifications
- Active listener.
- Effective communicator.
- People-focused.
- Team-oriented.
- Self-starter.
- Detail-oriented.