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Entry Level Investment Banking Specialist


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Company

Dexian

Description

The Trust Associate I is responsible for providing administrative support to the Trust Services team. This includes processing trust transactions, preparing reports, and providing customer service. The ideal candidate will have a strong understanding of trust principles and procedures, as well as excellent customer service skills.


Responsibilities:

  • Process trust transactions, such as opening and closing accounts, managing assets, and distributing funds.
  • Prepare reports, such as trust account statements and annual reports.
  • Provide customer service to trust clients, answering questions and resolving issues.
  • Maintain trust records and files.
  • Assist with other trust-related projects as needed.


Qualifications:

  • Bachelor's degree in business administration, finance, or a related field.
  • 1-2 years of experience in the trust industry.
  • Strong understanding of trust principles and procedures.
  • Excellent customer service skills.
  • Proficient in Microsoft Office Suite.
  • Ability to work independently and as part of a team.


Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Posted Date
06/30/2024

Listing ID
79777377
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