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 Trust Administrator Assistant III

Details
Country: USA
Location: San Diego CA
Total applied: 40
Location: US-CA-San Diego

Base Pay:N/A

Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:No

Job Type:Banking Finance

Req'd Education:Not Specified

Req'd Experience:Not Specified

Req'd Travel:None

Relocation Covered:No




Ref ID:0600655


Trust Administrator Assistant III

401(K) Trust Administrative Assistant. The position will interact with clients and process daily 401(k)-related financial transactions including: contributions, distributions, participant loans, loan repayments and demographic changes. Assists Trust Officer, identifies and resolves problems and discrepancies arising in account administration. Researches and responds to client inquiries.Job Requirements

0-5 years experience with retirement plans, trusts and/or investments strongly preferred.
Experience with SunGard OmniPlus and/or SEI TRUST3000 is highly desirable.
Familiarity with ERISA is highly desirable.
Ability to interact effectively with all levels of Bank personnel, vendors and customers required.
Attention to detail and accuracy required.
Excellent verbal and written communication skills required.
Excellent interpersonal and teamwork skills required.
Excellent analytical and problem solving skills required.
Excellent organizational skills and time management skills required.
Strong knowledge of Microsoft Office (e.g.,Word, Excel) required.
Bachelor's degree desired.

City National Bank is an Equal Opportunity Employer. M/F/D/V
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

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