People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day?

Under general supervision, the Relationship Assistant works as part of our lively and friendly client relationship team, providing administrative and sales support activities to the Relationship Manager and clients in order to develop, build, maintain, attract, and expand relationships.

Role and Responsibilities

• Sort, screen, review, and distribute incoming and outgoing client correspondence; compose, prepare, and ensure timely response to the various inquiries for the Relationship Manager.
• Utilize Microsoft Office suite to compose, transcribe, edit and distribute correspondence, memoranda from dictation, meeting agendas, and/or minutes of meetings.
• Attend client meetings, prepare meeting memoranda, and follow-up on actionable items.
• Participate in Tri-Star’s Professional Development Program as determined by the Director of Personal Trust Administration.
• Assist with the development of professional presentations based on specific client needs.
• Prepare Trust Acceptance Committee (TAC) forms.
• Coordinate with the Investment Department to gather information in preparing investment reviews for clients.
• Preparation of client transfer paperwork, standard account opening documents, and assembly of client booklets.
• Responsible for completion of Regulation 9 reviews for agency and Individual Retirement Accounts (IRA).
• Execute client bill pays, ACH transfers, and receipt and disbursement of cash.
• Obtain working knowledge and understanding of Irrevocable Trusts, Charitable Remainder Trusts, and Foundations/Endowments.
• Maintain and update files, databases, and records related to client servicing.
• Schedule and coordinate meetings, events, interviews, appointments, or similar activities for the Relationship Manager, including travel and lodging arrangements.
• Provide secondary administrative support for the bank such as answering phones, assisting and greeting visitors, and sorting incoming mail.
• Other duties as assigned

Qualifications and Education Requirements

• Bachelor’s Degree in Accounting, Finance or related field
• 2 years’ Trust Administration experience, preferred

Preferred Skills

• Proficient with Microsoft Office Suite
• Strong attention to detail, thoroughness, and accuracy
• Effective time management skills
• Initiative to continually develop client relationships
• Excellent verbal and written communication skills

Why Tri-Star?

• We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
• We act in good faith and hold ourselves to a higher fiduciary standard.
• We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities.
• Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
• We currently serve over 1,100 relationships and manage over $1.8 billion in client assets while maintaining 98% client retention.
• Please visit our website at www.tristartrust.com to learn more.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Relationship Assistant is an entry-level position with corresponding pay. Do you wish to move forward with your application?

Education:

• Bachelor's (Required)

Experience:

• Trust Administration: 1 year (Preferred)

Work Location: One location

Please Note :
bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.