Advertisement

Ad promo image large
  • Published Date

    July 20, 2020
    This ad was originally published on this date and may contain an offer that is no longer valid. To learn more about this business and its most recent offers, click here.

Ad Text

HEARTLAND TRUST COMPANY ADMINISTRATIVE ASSISTANT - PERSONAL ACCOUNTS Heartland Trust Company is a locally owned trust company offering trust and wealth management services. We are seeking a full-time Administrative Assistant and/or Trust Paralegal to provide support in the area of wealth management and/or trust administration. Responsibilities would include direct communication with clients and beneficiaries, account administration support for investment agency, IRA and trust accounts, monitor real estate files, analyze and interpret trust and estate documents, monitor daily cash balances, process distribution requests, bill paying, process new and closed accounts. Preferred job skills: ability to work independently and efficiently, self-starter, quick learner, strong organizational skills, excellent communication skills, proficient in Microsoft Word and Excel. Preferred candidates will have a minimum of five years of working with wealth management accounts and/or trust administrative support or trust paralegal experience. RESUMES SHOULD BE DIRECTED TO Heartland Trust Company PO Box 9135, Fargo ND 58106-9135; faxed to 701-235-8771 or emailed to sheryl@heartlandtrust.com EOE HEARTLAND TRUST COMPANY ADMINISTRATIVE ASSISTANT - PERSONAL ACCOUNTS Heartland Trust Company is a locally owned trust company offering trust and wealth management services. We are seeking a full-time Administrative Assistant and/or Trust Paralegal to provide support in the area of wealth management and/or trust administration. Responsibilities would include direct communication with clients and beneficiaries, account administration support for investment agency, IRA and trust accounts, monitor real estate files, analyze and interpret trust and estate documents, monitor daily cash balances, process distribution requests, bill paying, process new and closed accounts. Preferred job skills: ability to work independently and efficiently, self-starter, quick learner, strong organizational skills, excellent communication skills, proficient in Microsoft Word and Excel. Preferred candidates will have a minimum of five years of working with wealth management accounts and/or trust administrative support or trust paralegal experience. RESUMES SHOULD BE DIRECTED TO Heartland Trust Company PO Box 9135, Fargo ND 58106-9135; faxed to 701-235-8771 or emailed to sheryl@heartlandtrust.com EOE