Administrative Assistant – Retirement Plans & Administrative Assistant – Personal Trusts

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Website Hilltop Bank

Administrative Assistant- Retirement Plans |    Full Time

Monday – Friday, 8:00am-5:00pm. Provides assistance to Retirement Plan Trust Officer in account file management services.  Assists with administration of employee benefit accounts including 401(k) and Profit Sharing Plans. Assists officer with servicing needs related to retirement plans. Prepares participant communications for loans and distributions. Answers calls and inquiries from clients, employer/plan sponsors and participants. Assist with other duties as assigned. Requires excellent customer service skills. Solid verbal and written communication skills. High level of accuracy and attention to detail working with numbers, dates, and financial data. Proficiency with Microsoft Word and Excel. Excellent organizational skills.

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Administrative Assistant- Personal Trusts    |    Full Time

Monday – Friday, 8:00am-5:00pm. Provides administrative support for designated Trust Officer to include preparation of investment portfolio reviews, investment research and portfolio realignment as requested.  Prepares data for operation processing. Retrieves and compiles data for designated accounts. Processes contribution and distribution checks. Performs various calculations related to investment performance. Handles routine correspondence with customers. Prepares draft Summary Annual reports. Mail Processing, schedule appointments & other duties as requested. Requires excellent customer service skills.  Solid verbal and written communication skills. High aptitude for figures; mathematical ability. Proficiency with Microsoft Word and Excel. Good typing, grammar, and spelling ability. Exemplary organizational skills. Professional appearance and demeanor for client interaction. Background in investments and basic accounting procedures is helpful. Ability/ Flexibility to work overtime.

Learn more details on this job and our other employment opportunities at www.hilltop.bank, download an application. Call or come in, talk to Melissa in Human Resources at 300 County Club Road, Suite 307 from 9am-5pm Monday – Friday.  307.577.3457. Applicant testing administered.

Hilltop Bank is an EEO Employer.

To apply for this job email your details to melissa.siek@hilltopnationalbank.com