Administrative Assistant

Garden State Trust Company is an independent trust company operating throughout New Jersey with a focus on providing superior service to our clients and network of professional contacts. Headquarters in Monmouth County, our company has continued to grow allowing us to offer an exciting opportunity for a motivated self-starter looking to further their career.

We are looking for an ADMINISTRATOR who wishes to work for an expanding independent trust company with amazing growth potential. GSTC continues to grow assets and accounts under administration requiring us to add an experienced admin professional who can work directly with management to manage their work flow and interact with our clients as well as provide administrative support to our trust officers. This includes maintaining management schedules/calendars, preparation for meetings and presentations. As well as, providing support for other staff in operational procedures including; preparing distribution requests, maintaining internal account reports, onboarding new clients, reviewing transactions and ensuring account files are maintained and up to date. Position requires ability to multitask in a fast-paced environment and ability to work independently with proficiency in both written and verbal communication.

Additional Responsibilities:

· Assist with operational aspects of Trust Administration including the review of client documents and facilitate onboarding of new accounts

· Preparation of presentation materials; preparation, completion and filing of account opening documents; opening accounts on trust operating system; preparation of transfer paperwork and following up with attorney and clients as needed.

· Ensure all client accounts are properly managed according to the terms of the account agreements and trust document as well as following internal procedures.

· Assist with estate settlement including review and collection of assets, gather documentation for preparation of tax returns, accountings and distribution of assets.

· Scheduling and maintaining calendars of management; client contact and preparation of meeting materials

Required Qualifications:

o Strong verbal and written communication skills. Great interpersonal skills and professional demeanor when interacting with teammates and clients. Willing to work with a team or independently.

o 1-3 years administrative support in Financial or Wealth Management/ Trust Administration organization.

o Knowledge of Microsoft Office package including Excel and PowerPoint. Experience with a financial operating system preferred.

o Detail oriented and self-motivated, fast learner with ability to work independently, quickly and efficiently.

o Strong organizational skills, ability to multi-task while setting priorities and follow-through on assigned responsibilities.

Associates or Bachelors’s degree in business related field preferred

Job Type: Full-time

Job Type: Full-time

Pay: $21.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person