trust administrative assistant

Kestra Financial

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
 
Lead with Purpose. Partner with Impact.
 As a Closing Unit Trust Administrator with our company, you will support the Closing Unit Trust Officer and report to the Chief Compliance Officer (CCO). You will assist with the closing process and coordination of terminating accounts with other trust officers as necessary. You will assist our team with inquiries from internal and external partners, management of the terminations pipeline, client meetings and different administrative tasks. We offer unique levels of service to solidify the unique experience offered by Arden Trust and need to ensure proficiency with account terminations.
 
What You'll do
 <ul>
<li>Being a part of the trust company, in this role, will require that the candidate can work independently with minimal administrative supervision on highly complex projects with extensive latitude for independent judgment while also possessing the ability to provide communication on issues or complex information to a wide audience based on knowledge.</li>
<li>The candidate will be expected to be a primary mentor for others on staff and as a role model for the rest of team providing direction and training when requested as they will be assigned to the most highly visible, sensitive and critical issues.</li>
<li>While this role supports the assigned Closing Unit Trust Officer in the administration of closing trust accounts, they will also interact in an ongoing relationship with associated financial partners and trust clients to assist with account administration functions to ensure client satisfaction.</li>
<li>Closing trust accounts requires that daily tasks are expected to be completed in regard to processing the closing request with posting receipts, entering pending trade orders, raising cash for distributions, entering check/wire requests, and submitting ACH transfer instructions to ensure a smooth transition out to beneficiaries or successor trustees.</li>
<li>The candidate will handle account inquiries, research account discrepancies, and ensure that documentation is maintained for current and historical monitoring of accounts.</li>
<li>The candidate will also assist with any special projects and other related duties assigned as needed.</li>
</ul>
What you'll Bring
 <ul>
<li>Trust experience specifically with a prior Trust Company in a trust administrative or trust operational role</li>
<li>Strong organizational and communication skills</li>
<li>Ability to multi-task</li>
<li>Working knowledge of Microsoft Office</li>
<li>Trust system experience</li>
<li>Ability to maintain confidentiality and exercise extreme discretion.</li>
<li>Proficiency in MS Outlook, MS Excel, MS Word and MS PowerPoint.</li>
<li>Ability to follow written and oral instructions.</li>
<li>Exhibit professional phone demeanor.</li>
<li>Good organizational skills, efficiency skills, and communication skills, both verbal and written.</li>
<li>Be able to work effectively, independently and collaboratively with a broad range of executives and members of the firm.</li>
<li>Attention to detail.</li>
<li>Commitment to professionalism, accountability, customer focus, and teamwork</li>
</ul>
Internal Application Policy: 
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
 
Benefits to support you: 
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
Kestra Values: 
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
 Explore Life at Kestra
 Kestra Holdings Website: https://www.kestrafinancial.com/
 Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
 LinkedIn: https://www.linkedin.com/company/kestra-financial
 Apply Today
 Lead with purpose. Apply now and help shape the future of Kestra.
 Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
 <ul>
<li>You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.</li>
<li>It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.</li>
</ul>

Trust Administration - Trust Officer II

First State Bank & Trust

<div>Job Title: Executive Assistant Department: Trust
Supervisor: Bekka Johnson &ndash; AVP/Trust Officer
Division: Trust Operations
Reporting Relationships: All Trust/EB Officers
Type of Position: Full time; Hours 8:00 AM - 5:00 PM M-F; Occasional evening/weekend work may be required &ndash; Some travel may be required
General Summary
This position requires a high level of confidentiality and attention to detail. Must not share any information regarding clients with anyone in family, friends, spouse, public, etc. Maintain excellent customer service by phone and in person. Be a team player with all members of the Trust Department. Must be detailed oriented. Accuracy, attendance and professionalism are of utmost importance. Become proficient in the aspects of Trust Operations to work efficiently within the Department.
Essential Duties and Responsibilities:<ul><li>
Answer phones quickly using proper and professional phone etiquette. Greeting customers in person, making them feel welcome and directing them to the appropriate personnel.</li><li>
Office duties such as scanning/archiving file documents, assisting with distributing tax forms to clients during tax season, making appointments for Trust Officers, creating/distributing correspondence with employees and clients.</li><li>
Maintain Maui check system, federal, state and foreign withholding, processing direct deposit distributions, printing and posting checks, changing or correcting descriptions, setting up name and address records, etc. Open accounts, apply for EINs as needed, and close accounts by Officers&rsquo; instructions.</li><li>
Pick up mail from the Post Office and sort appropriately for the Bank and Trust Department. Open Trust Department mail, process and distribute to the appropriate Trust staff. Process and distribute mail sent to the Accounts Payable email.</li><li>
Prepare monthly Trust Committee Board reports, account reviews and monitoring and mailing Investment Directives.</li><li>
Distribute quarterly Trust Topics to Trust clients and potential clients while keeping the mailing list up to date.</li><li>
Yearly electronic land posting with North Dakota Fish &amp; Game.</li><li>
Willing to accept other duties as assigned.</li></ul>
Knowledge, Skills and Abilities Required:<ul><li>
Organization skills, multi-tasked oriented and possess attention to detail to curtail errors. Must be able to work under pressure and meet deadlines with multiple interruptions.</li><li>
Good oral and written communication skills, ability to learn quickly and to work as a team player and enjoy working with people.</li><li>
Proficient with computer/ten key skills, Office 365 applications, Excel and Microsoft Word.</li><li>
General knowledge of accounting or bookkeeping background helpful.</li><li>
When visiting with clients and general public, listen for opportunities to sell and cross sell services provided by the Bank.</li><li>
Maintain public profile by being involved in community and bank organizations and events.
</li><li>Obtain a general knowledge of the trust business and functions of the operations of the trust department.</li></ul></div>

Trust Executive Assistant

Gramercy Risk Management

<div>
 
 
 Claims Administrative Assistant (Uniondale, NY)
 
 
 
 
 
 HYBRID
 
 
 
 
 
 
 
 
 PURPOSE
 
 :
 
 
 Gramercy Risk Management is seeking a Claims Administrative Assistant to join our expanding company. The position will be responsible for supporting services for the claims and litigation teams.
 
 
 
 
 
 We are in search of a candidate to be full-time with prior insurance industry experience. Currently, we look to fill the position in our main office, with some remote capability (3 days in office, 2 WFH).
 
 
 
 
 
 
 
 Responsibilities include but are not limited to:
 
 
 
 <ul>
 <li>
 Assure the prompt reporting &amp; inputting of electronic data
 </li>
 <li>
 Answering phone calls and emails to provide status updates, explain procedures, and/or answer questions.
 </li>
 <li>
 Creating, updating, and documenting claim files, as well as entering new loss information into Claims System.
 </li>
 <li>
 Assisting adjusters with administrative tasks, scheduling, and office mail management.
 </li>
 <li>
 Reviewing claim forms for accuracy, completeness, and requesting additional information when needed.
 </li>
 <li>
 Assisting Claims Examiners with verifying policy coverage, and processing payments for claims.
 </li>
 </ul>
 
 
 
 
 
 
 REQUIREMENTS and QUALIFICATIONS
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or life experience
 </li>
 <li>
 At least 3-5 years of experience in Claims Administrative work
 </li>
 <li>
 Good telephone demeanor
 </li>
 <li>
 Proficient use of a PC and Microsoft Office
 </li>
 </ul>
 
 
 
 
 
 GRAMERCY RISK MANAGEMENT
 
 
 
 Gramercy Risk is a rapidly growing New York-based property &amp; casualty insurance company focused on developing and managing programs for specialty classes of business. We take pride in our comprehensive and integrated approach to analyzing and managing risk. Gramercy has extensive in-house experience in the areas of underwriting, claims and litigation management, loss control and risk management, regulatory and compliance, coverage analyses, and business management.
 
 
 
 
 
 The compensation package includes salary commensurate with levels of skills and experience, a comprehensive benefit package including but not limited to:
 
 <ul>
 <li>
 Medical
 </li>
 <li>
 Dental/Vision- Employer paid premium
 </li>
 <li>
 STD, LTD, Life Insurance
 </li>
 <li>
 401k with employer match
 </li>
 <li>
 Generous PTO and 12 paid holidays
 </li>
 </ul>
 
 
 
 
 
 Salary: $70,000-$80,000
 
 
</div>

Claims Administrative Assistant

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Institutional Trust Administrator I within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA.
 
In this role, you will work on a variety of tasks associated with supporting new and existing Institutional accounts. It will be helpful for the candidate to understand the workflows necessary for the specific account types and requests. It will be necessary for the candidate to display an ability to effectively communicate with teammates and other internal partners, exercise a high level of attention to detail, and be responsible to identify risk.
 
You will be expected to work from the Pittsburgh office for one week, six times a year (every other month).
 
This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 In a team setting, provides consistent and efficient support for new and ongoing clients. Manages workload to meet service levels.
 Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes.
 Acts as a point of contact for team and service partners and may act as an escalation point for client implementation and servicing issues.
 Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
 May perform general administrative support.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements
 
Competencies Accuracy and Attention to Detail, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Solving, Products and Services, Sales Support and Administration
 
Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education Associates
 
Certifications No Required Certification(s)
 
Licenses No Required License(s)
 
Pay Transparency
 Base Salary: $31,000.00 – $55,500.00
 
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
 
Application Window
 Generally, this opening is expected to be posted for two business days from 03/19/2026, although it may be longer with business discretion.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Institutional Trust Administrator I

First Student

<div>About The Position Key Responsibilities:<ul><li>
Support Claims Adjusters in the intake, documentation, and processing of transportation-related incidents (e.g., bus accidents, student injuries, property damage).</li><li>
Collect, organize, and manage relevant documentation, including driver and police reports, student rosters, medical records, driver logs, and photographs.</li><li>
Receive and route calls, emails, and correspondence; professionally respond to internal and external inquiries (e.g., law firms, insurance companies, parents, medical offices).</li><li>
Track and document compliance with transportation safety and reporting regulations.</li><li>
Maintain accurate and up-to-date electronic claim files in the claims management system.</li><li>
Prepare and send claim-related communications such as letters, reports, and summaries.</li><li>
Handle confidential information with discretion and professionalism.</li><li>
Provide general administrative support and assist with special projects as assigned.</li></ul>
Qualifications:<ul><li>
Previously Auto Claims experience is required
</li><li>High school diploma or equivalent (Associate degree or higher preferred).</li><li>
3+ years of administrative experience, preferably in insurance, logistics, or claims support.</li><li>
Familiarity with legal and transportation terminology/documents is a plus.</li><li>
Strong organizational skills with high attention to detail and accuracy.</li><li>
Proficient in Microsoft Office (Outlook, Word, Excel)</li><li>
Experience with claims management software (a plus, but not required).</li><li>
Excellent verbal and written communication skills.</li>
Ability to multitask, prioritize, and work efficiently in a fast-paced environment. 
<li>
</li></ul> 
First for a Reason 
 
Benefits 
We offer competitive compensation and benefits (which vary based on role, location, and business), including physical and mental health initiatives, medical/dental/vision, 401(k), and paid holiday/vacation. 
Professional Advancement 
Start here. Go far. We believe in promoting from within which means tremendous opportunities for you, thanks to our strong presence across North America. In addition, our 3 to 5 month Manager-In-Development program prepares future leaders at First Student. 
Extensive Training 
Build skills and knowledge in such areas as safety and security, injury prevention, technology and equipment, and job efficiency. 
Diversity &amp; Inclusion 
Because we're stronger together, we aspire to have a culture where all people are First. We're committed to providing an inclusive and diverse working environment for everyone every day. 
Community Service &amp; Impact 
Go where opportunity meets community. Our customers are at the heart of everything we do. As the face of First in your community, you'll have a positive impact on others. 
 
Apply today and get your career on the road with First Student! 
First for a reason:
At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer. 
 
In the state of Washington, all technician and driving positions, including but not limited to van drivers and any other position requiring employees to drive a company-owned vehicle, are considered safety-sensitive and are therefore subject to drug and alcohol testing, including cannabis.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf.</div>

The Trust Company of Kansas

<div>RECEPTIONIST &ndash; ADMINISTRATIVE ASSISTANT 
About Us

The Trust Company of Kansas is an independent trust and fiduciary services firm that provides wealth management, investment management, and trust administration for individuals, families and businesses. Our mission? We help people. We promise to minimize the burden of wealth management, and bestow the freedom to enjoy everything else. 
Job Summary

The Receptionist &ndash; Administrative Assistant plays an important role in supporting the day-to-day operations of the company by providing administrative, office, and marketing assistance. This position serves as the first point of contact for clients and visitors and helps support a variety of projects with professionalism, efficiency, and attention to detail.

Location: In-person, Wichita office

Type of job: Full-time, salaried, non-exempt 
Key Responsibilities:

Administrative &amp; Office Support
<ul><li>Prepare daily remote bank deposits.</li>
<li>Prepare annual account review reports for specific list of critical account relationships.</li>
<li>Prepare distribution/contribution instructions for processing.</li>
<li>Approve client bills for processing.</li>
<li>Maintain accurate client and account information by updating the CRM and other databases. 
<ul><li>Personal cell phone required for multi-factor authentication for software access.</li></ul></li>
<li>Other administrative tasks as need.</li>
</ul>
Reception &amp; Front Desk Duties
<ul>
<li>Answer, screen, and direct incoming calls.</li>
<li>Greet clients and visitors; connect them with appropriate internal staff.</li>
<li>Set up and prepare conference rooms for various daily meetings.</li>
<li>Arrange travel, meal delivery, accommodations, and conference registrations.</li>
<li>Collect daily mail from USPS and distribute internally.</li>
<li>Receive and distribute deliveries from UPS, FedEx, and other delivery services.</li>
<li>Provide general office support.</li></ul> 


Marketing &amp; Client Support:
<ul>
<li>Assist in assembling materials and special projects as needed.</li></ul> 


Qualifications:

Education &amp; Experience
<ul>
<li>Bachelor&rsquo;s degree or equivalent combination of education and work experience.</li>
<li>Experience in financial services (trust, legal, banking, investments, or accounting) or professional services environments preferred.</li>
</ul>
Skills &amp; Competencies
<ul>
<li>Demonstrated telephone skills with the ability to use independent judgment in handling calls.</li>
<li>Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).</li>
<li>Excellent organizational skills and ability to prioritize multiple tasks.</li>
<li>High attention to detail.</li>
<li>Strong written and verbal communication skills.</li></ul> 


What We Offer:
<ul>
<li>Competitive compensation package</li>
<li>Generous PTO</li>
<li>Benefits with additional eligibility requirements:
<ul><li>Medical coverage, Group life and disability insurance, Employee Stock Ownership Plan, 401(k) Plan</li></ul></li></ul> 
 
Equal Opportunity Employer: The Trust Company of Kansas is an equal opportunity employer. All qualified applicants will receive consideration for employment with regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.</div>

Receptionist - Administrative Assistant

Oklahoma Municipal Retirement Fund

<div>Job Description

Government non-profit agency looking for a professional Executive Assistant to provide high level administrative support to OkMRF Executives and Trustees, coordinate travel, schedule appointments, manage calendar, prepare mailings and handle confidential information to support and maintain the Oklahoma Municipal Retirement Fund (OkMRF) Trust that provides a 401(a) defined benefit (DB) and defined contribution (DC) retirement system with over 260 municipal relationships across Oklahoma.
Key Responsibilities
<ul>
<li>Directly supports Executive Director and assists Chief Investment Officer and Chief Financial Officer, as needed.
</li><li>Retrieves mail and processes all incoming and outgoing mail from/to OkMRF Members.</li>
<li>Posts daily deposits for upload to trust deposit accounts.</li>
<li>Supports OkMRF Staff by performing clerical administrative duties.
</li><li>Maintains events on master calendar and schedules meetings.</li>
<li>Coordinates and assembles Board agenda packet and minutes.</li>
<li>Assists with payment of Trust administrative expenses.</li>
<li>Prepares for Board &amp; Committee meetings.
</li><li>Maintains mailing lists for all Members, Vendors, and Contacts.</li>
<li>Maintains Trustee file records.</li>
<li>Responsible for overall office support for administrative services such as inventorying/ordering supplies.
</li><li>Performs other duties as assigned.</li>
</ul>
Qualifications
<ul>
<li>Strong attention to detail and accuracy</li>
<li>Excellent communication and customer service skills</li>
<li>Ability to manage multiple tasks and maintain confidentiality</li>
<li>High School diploma with a preference to individuals with at least two (2) years&rsquo; applicable experience. Other applicants would be taken under consideration with a combination of education and applicable clerical experience</li></ul> 


The Oklahoma Municipal Retirement Fund (OkMRF) is a non-profit agency offering an enjoyable culture with excellent benefits. Join the OkMRF team touting legendary service to benefit and influence thousands of municipal Employees across our great state of Oklahoma.</div>

Executive Assistant

Search 10000+ Trust administrative assistant jobs near you this March. New roles added regularly across leading industries. Apply today.

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