Assistant Account Administrator
Biloxi, MS 39530, United States
Job Description
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NOTE: If you are reviewing this posting on an independent job board, you may start the application through the job board, but you MUST go directly to www.thepeoples.com to complete your application. Applications must be complete for possible consideration. GENERAL PURPOSE OF THE JOB
Supports the Asset Management and Trust Division in providing timely quality service by applying a thorough knowledge of the accounting system and applicable probate and tax laws and procedures to clients\' daily needs. ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE, BUT NOT LIMITED TO:
- Assist Trust Officers with potential and current clients.
- Set up and maintain accounts, to include coordinating scheduled receipts, disbursements, and account maintenance.
- Assist with daily management of Trust Officers\' assigned accounts on the accounting system.
- Assist with the monitoring of investments in assigned accounts.
- Assist with annual comprehensive review on assigned accounts.
- Set up and monitor accounts on the accounting system.
- Review trust/estate legal documents. Assist with preparation of summary of same for file. Prepare paperwork for yearly accountings, inventories and other documents for trusts and estates.
- Research legal issues in trusts, estates, and retirement plans.
- Assist Officers with filing, answering phones, and preparing and maintaining files.
- Perform all duties to be in accordance with The Peoples Bank policies and procedures.
- Any other duties that may be appropriate to achieve the objectives of both the department and organization.
None EDUCATION AND/OR EXPERIENCE
- High School Diploma or General Education Degree (GED), required.
- Associate degree, or 60 semester hours, preferred.
- Two (2) years of banking or related field experience.
- Strong analytical and math skills.
- Excellent communication skills and ability to discuss complex matters with clients, attorneys and prospects.
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Job Detail
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Job IdJD4263149
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBiloxi, MS 39530, United States
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EducationNot mentioned