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Investment Assistant

Investment Assistant

Duties and Responsibilities:

  • Prepare and process disbursement for client bill paying and maintenance records.
  • Receive incoming bills and inputs for distribution, establishing and maintaining the Trust master records for recurring bills and deposits

  • Prepare and process incoming cash receipts and maintenance records, post manual income and cash upon receipt. Establish and maintain repetitive cash receipt records

  • Provide department with administrative, clerical and phone support. Respond to clients, attorneys and CPA’s regarding requests for information.

  • Assist in the administration of Estates, Trusts, and Agency accounts. Open, prepare, monitor and update accounts on the Trust account system.

  • Assist in the preparation of regulatory reports, committee reviews, and assembling meeting packets.

  • Knowledge of fiduciary law, investments, accounting principles, and taxes is preferred but not required.

Position Requirements:

  • Previous experience in a financial institution
  • Excellent computer skills and proficiency with Microsoft Excel and Word
  • The ability to work independently and multi-task
  • The ability to effectively communicate with various clients


Job Type: Full-time