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Home Admin & Clerical Assistant-Trust-Administrator

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 Assistant Trust Administrator

Country: USA
Location: Scottsdale AZ
Total applied: 40

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services Accounting - Finance

Manages Others:no
Assistant Trust Administrator

M&I Coporation financial services company, which focuses upon developing long-term customer relationships, involvement in local community, and high quality service with a strong customer service focus.

We are currently looking for an Assistant Trust Administrator for our Scottsdale location.

Assist office's Vice President and Trust Officer in the administration of personal trusts and estates in order to effect efficient, timely service for our clients.

1. Open mail and direct to appropriate office personnel. Independently follow through with whatever can be completed by this employee.
2. Initiate forms and paperwork needed to open trusts and estates.
3. Assist in gathering assets, booking of assets, and in obtaining cost basis.
4. Independently complete Inventories and Final Accounts for trusts and estates.
5. Gather date of death values for estate assets.
6. Make distributions from accounts and obtain receipts.
7. Gather personal tax information of decedents.
8. Review and correct daily trial balance transactions.
9. Respond to routine inquiries from clients, attorneys and accountants.
10. Initiate routine discretionary payment requests.
11. Research and complete monthly loan delinquency reports.
12. Value trust assets and calculate distributions for charitable trusts.
Background in bookkeeping or accounting.
At least two years of experience in trust-related work.

1. Efficient response to needs of clients, clients' advisors, supervisor and support staff.
2. Save time for office manager/trust officer to complete more detailed, unique tasks and create time for supervisor to develop new business contacts and new accounts.
3. Save time in the future by checking work and postings daily. Correcting errors found as they are noticed.

M&I Corporation offers a competitive salary and benefits package. For additional information about M&I Corporation, please refer to our Website at www.micorp.com.

Please apply on-line at www.micorp.com.

EEOE M/F/D/V This company is an equal-opportunity employer.

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