personal trust operations coordinator - Omaha - beBeeTrust

    beBeeTrust
    beBeeTrust Omaha

    1 week ago

    Job title: Personal Trust Administrative Specialist 3

    Description

    Administrative Specialist

    This role is a unique opportunity to work in a dynamic environment and utilize exceptional organizational skills. The Personal Trust Administrative Specialist 3 performs various tasks including working with customers, completing correspondence and reports, and handling client requests for assigned accounts.

    Key Responsibilities:

    • Provides administrative support to customers via phone, email, or in person.
    • Drafts professional correspondence and reports.
    • Handles client requests for assigned accounts independently without direct supervision of Trust Officers.

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