Personal Trust Associate

Website TI-Trust, Inc.

Job Description

TI-Trust, Inc., located in Quincy, Illinois is an Illinois trust company specializing in personal trust services and employee benefit plans managing over 14 billion dollars in assets. TI-Trust is seeking an enthusiastic and motivated Personal Trust Associate. Become part of a growing company, which was voted in the Top 100 “Best Places to Work in Illinois” three years in a row. This position assists the trust officers in the day-to day administration of trusts, estates, self-directed and managed agency accounts, and other routine activities as directed.

RESPONSIBILITIES:

  • Provide general office duties for Personal Trust Group.
  • Assist in trust administration by paying client bills, scheduling receipts, disbursements, and transferring funds for client accounts as directed.
  • Manage and coordinate physical & electronic correspondence for the Personal Trust Group, following up with trust officers where necessary.
  • Complete new account openings for client accounts, including setups on TI-Trust’s internal systems.
  • Maintain client contacts in TI-Trust’s internal systems.
  • Organize and maintain trust officers’ schedules, appointments, and travel details.
  • Assist trust officers in additional tasks as needed.
  • Continue researching and educating self on financial industry or trust business through seminars, conferences, and courses.

POSITION QUALIFICATIONS:

Experience:

  • Exposure to office management a plus.

Education:

  • High School Diploma.

Other Requirements:

  • Must be detail oriented and organized along with very good oral and written communication skills.
  • Must be experienced in using Excel, Word, and Outlook with the ability to learn other computer applications.
  • Must be assertive, goal oriented, and able to multi-task.
  • Strong analytical and problem solving skills.

ABOUT TI-TRUST:

This position offers a 40 hour work week with flexible hours and no nights or weekends.  Competitive hourly pay rate with health, vision, and dental benefits available as well as the ability to participate in the 401k and Profit Sharing plan.  Be Well @ Work, an employer sponsored medical services program, is provided at no cost to employees.  Applications for this challenging position can be submitted at www.ti-trust.com.  An Equal Opportunity Employer.

How to Apply

Applications for this challenging position can be submitted at http://www.ti-trust.com. An Equal Opportunity Employer.