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Trust Administrative Assistant I, II, or III
Trust Administrative Assistant I, II, or IIIANB Bank • Colorado Springs, CO, United States
Trust Administrative Assistant I, II, or III

Trust Administrative Assistant I, II, or III

ANB Bank • Colorado Springs, CO, United States
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  • [job_card.full_time]
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Description

ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes a difference.

ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position.

Hiring Pay Ran ges : $18.00 - $25.25 per hour

  • Trust Administrative Assistant I - $18.00 - $20.50 per hour
  • Trust Administrative Assistant II - $19.25 - $22.65 per hour
  • Trust Administrative Assistant III - $20.50 - $25.25 per hour

The hiring pay range for this position is commensurate with the level of relevant experience and education.

Health & Wellness Benefits (Subject to Eligibility Requirements)

  • Minimum 4 Weeks of Paid Time Off (PTO)
  • 11 Paid Holidays
  • Medical, Dental, and Vision Insurance
  • Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
  • Company provided Live, AD&D, and Disability Insurance with supplementation options
  • 401(k) plan with discretionary company match and profit sharing
  • Discretionary annual bonus and employee referral incentives
  • Employee Assistance Program (EAP)
  • Tuition Reimbursement Program
  • Spanish Communication Assistant Program Incentive
  • Employee Banking Products

    • Summary

  • Provides administrative support for trust accounts. Responsibilities include customer assistance, trust accounting, system processing, and account reconciliation. Day to day administrative responsibilities for a varied portfolio of trust, conservatorship, investment management and custodial accounts; following sound fiduciary principles. The position requires forming working relationships with, and knowledge of, our clients. The position supports Trust Officer(s) and the Trust Administrative Coordinator with day to day administrative functions.

    • Essential Duties and Responsibilities

  • Manage client relationships, monitoring internal compliance and trustee requirements, participate in the coordination of the operations and investment processes to ensure correct procedures, accuracy, and timeliness requirements are met.
  • Develop sound working relationships with customers, employees, and outside professionals, such as attorneys and CPAs.
  • Maintain active communications with clients to ensure client's needs are being met.
  • Coordinate with other ANB Financial Services personnel in the maintenance and service of accounts.
  • Proficient with Microsoft Word, Excel and Outlook. Adept at learning new software, including the trust accounting platform.
  • Ability to review documents and assist in set up of new accounts.
  • Assist in performing account reviews.
  • Coordinate and renew compliance requirements per legal documents to ensure proper actions are being taken.
  • On-going maintenance of customer accounts, including maintaining correct client instructions.
  • Respond to customer inquiries in a timely and professional manner.
  • Monitor accounts for sufficient cash balances to avoid overdrafts.
  • Coordinate with customers and portfolio managers for purchase and settlement of investments and other transactions.
  • Process account transactions. Verify the accuracy of posted transactions.
  • Deliver high quality of service as defined by department standards.
  • Ability to multi-task and prioritize daily tasks efficiently as well as manage ongoing projects.
  • Maintain a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures.
  • Maintain confidentiality as defined by department standards.
  • Supports the company's Mission, Vision, and Values.
  • Other duties may be assigned.

    • Education and / or Experience

    Trust Administrative Assistant I

  • 0 - 3 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and / or experience.

    • Trust Administrative Assistant II :

  • 3 - 6 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and / or experience.

    • Trust Administrative Assistant III :

  • 6+ years of experience in trusts, accounting, and investments; or equivalent combination of education and / or experience.

    • Work Schedule : Monday - Friday, 8 : 00am - 5 : 00pm

    Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disability / Veteran

    ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development, and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law.

    ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that Applicant not provide information on age, date of birth, or graduation date from any academic institution, including on resumes.

    Anticipated Date of Application Window Closure : 01 / 18 / 2026 (or until filled)

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