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Trust Administrative Assistant/Trust Paralegal

Company: Heartland Trust
Location: Fargo
Posted on: April 15, 2019

Job Description:

Trust Administrative Assistant/Trust Paralegal

Heartland Trust Company is a locally owned trust company offering trust and wealth management services.

We are seeking a Trust Administrative Assistant or Trust Paralegal to provide support in the area of trust and estate administration. Responsibilities would include direct communication with clients and beneficiaries, trust and probate administration, maintain real estate files, analyze and interpret trust and estate documents, monitor daily cash balances, process distribution requests, bill paying, process new and closed accounts. Preferred job skills: ability to work independently and efficiently, self-starter, quick learner, strong organizational skills, excellent communication skills, basic tax knowledge and proficient in Microsoft Word and Excel. Preferred candidates will have a minimum of five years trust administrative assistant or trust and estate paralegal experience.Heartland Trust Company was founded in 1990 and is a family owned company, instilled with the finest values. Heartland Trust Company has your best interests at heart. We pride ourselves on our exceptional customer service, local decision making and our advocacy for the clients and companies we are honored to serve. You are at the heart of everything that we do

Equal Opportunity Employer
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Keywords: Heartland Trust, Fargo , Trust Administrative Assistant/Trust Paralegal, Legal , Fargo, North Dakota

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