Trust Administrative Assistant I

Stifel Financial Corp

Saint Louis, MO, US
Onsite
High school diploma or equivalent experience
1+ years of administrative related experience
Working knowledge of microsoft excel and word
Stifel Financial Corp is seeking a Trust Administrative Assistant I to provide administrative support in their Saint Louis, MO office. The role involves clerical tasks, client interaction, and document management, requiring strong communication and organizational skills

Job Summary

  • The role provides high-level administrative support by preparing statistical reports and handling informational requests for the Trust department.
  • Responsibilities include reconciling client expenses, transferring assets for new accounts, and ensuring all documents are imaged and indexed correctly.
  • Stifel offers a culture where everyone belongs and contributes to success, along with comprehensive benefits including health care, dental, vision, and 401k.

Matching Summary

Match Score: 85

Stifel Financial Corp is seeking a Trust Administrative Assistant I to provide administrative support in their Saint Louis, MO office. The role involves clerical tasks, client interaction, and document management, requiring strong communication and organizational skills.

Skills & Requirements

Must-have

  • High School diploma or equivalent experience
  • 1+ years of administrative related experience
  • Working knowledge of Microsoft Excel and Word
  • Ability to reconcile client expenses and bills
  • Experience with database management and spreadsheets

Nice-to-have

  • Prior trust administration experience preferred
  • Strong verbal and written communication skills
  • Knowledge of banking regulations like BSA and CRA
  • Creative problem-solving abilities

Key Requirements

  • Minimum High School diploma
  • 1+ years administrative experience
  • Trust experience preferred
  • Compliance with banking regulations

Work Rights

Not specified

Tailored Resume

Cover Letter