Career Opportunities with Legacy Trust Company

The Trust Administrative Assistant plays a vital role in supporting Legacy Trust’s Trust Department, ensuring smooth operations and exceptional client service. This role involves managing administrative and financial tasks that directly support ultra-high-net-worth families and foundations.

Company Background

As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high-net-worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals create custom strategies to align with a family’s financial and non-financial needs.

Job Duties

• Client Bill Pay
• Coordination with 3rd party vendors
• Client Quarterly Distributions
• Client Tax Payments
• Tax Package creation and tracking
• Meeting Prep

Skills/Experience

• 5 years of administrative assistant experience supporting a team of professionals strongly preferred
• High school diploma or equivalent
• Excellent verbal and written communication skills
• Demonstrates good judgment and discretion in handling confidential information
• Be comfortable interacting with clients
• Track record of anticipating client needs and delivering excellent client service
• Strong teamwork and collaboration
• Takes initiative and enjoys taking on new projects and challenges
• Ability to multi-task and prioritize work responsibilities based on multiple deadlines
• Intermediate to advanced knowledge of Microsoft Word, Excel, and PowerPoint; QuickBooks experience is a plus.