Job Start Date:02/01/2024Type of Position:Full Time
Number of Openings:1
Job Location & Contact:
333 Bridge St. NW
Grand Rapids,
MI49501616-336-6000
Job Description:
This position includes, but is not limited to, assisting trust officers with all aspects of administrative support for trust administration and estate settlement assignments.
ROLES & RESPONSIBILITIES:
Initiating and completing money movement as directed by trustees
Assist in processing transactions, collecting information, fee processing, and opening and closing accounts.
Process bills, pay income and property taxes, and disburse loan payments for trust clients
Remit dividends, interest and other funds to recipients as directed by trust officers.
Process beneficiary distributions
Trust accountings – organize and track client information using VRM software and Excel
Update trust and estate account records
Assist trust officer in gathering, managing and distributing estate assets, including personal property and residential real estate.
Review investment statements and generate statements for clients
Monitor and reconcile bank statements
Open new annuity matters, prepare engagement letters
Organize and manage physical and electronic files
Compose business correspondence, draft and update legal trust documents
Prepare reports and meeting materials
Off-site visits to trust client’s homes both with a trust officer and independently as needed.
QUALIFICATIONS & REQUIREMENTS:
Education:
A minimum of two years of college or university courses, preferably accounting or business-related courses or equivalent work experience.
Experience:
Three years in a professional office environment. Previous trust experience preferred.
Required Skills/Abilities:
Basic accounting skills
Technical proficiency with MS Office Suite
Highly organized
Meticulous attention to detail and follow through
Excellent customer service skills
Ability to prioritize multiple assignments in a time-sensitive environment
Excellent communication skills, both written and verbal
Excellent computer skills
Works well both independently and as part of a team
Preferred Skills:
Experience with securities and investment performance tracking
Experience with Versa check writing software and online money transfers
Knowledge of iManage or other document management systems
Knowledge of personal and fiduciary income tax returns
How to Apply:
https://www.varnumlaw.com/careers/professionalstaff/
Application Deadline:
Dec 31, 2024