Job Role Description

Insurance > Trust Assistant

Salary National Average

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41310.0000 47200.0000 54370.0000

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Short Description:

A Trust Assistant provides administrative support to trust officers and clients by managing trust accounts and ensuring proper documentation and compliance with legal requirements. They assist in preparing and reviewing trust documents, tracking trust assets, and coordinating distributions or payments. Trust Assistants also maintain accurate records, respond to client inquiries, and assist with account administration tasks. Strong organizational skills, attention to detail, and knowledge of trust operations and regulations are essential for success in this role.

Duties / Responsibilities:

  • Keep records of materials filed or removed using logbooks or computers.
  • Add new material to file records or create new records as necessary.
  • Perform general office duties such as typing, operating office machines, and sorting mail.
  • Track materials removed from files to ensure that borrowed files are returned.
  • Gather materials to be filed from departments or employees.
  • Sort or classify information according to guidelines, such as content, purpose, user criteria, and chronological, alphabetical, or numerical order.
  • Find and retrieve information from files in response to requests from authorized users.
  • Scan or read incoming materials to determine how and where they should be classified or filed.
  • According to classification and identification information, place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers.
  • Assign and record or stamp identification numbers or codes to index materials for filing.

Skills / Requirements / Qualifications

  • Reading Comprehension: Understand written sentences and paragraphs in work-related documents.
  • Active Listening: Giving full attention to what other people are saying, taking time to understand the points made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Speaking: Talking to others to convey information effectively.
  • Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Time Management: Managing one's own time and the time of others.
  • Writing: Communicating effectively in writing as appropriate for the audience's needs.

Job Zones

  • Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
  • Related Experience: Previous work-related skill, knowledge, or experience is required for these occupations. 
  • Job Training: Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
  • Job Zone Examples: These occupations usually involve communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include food service managers, electricians, agricultural technicians, legal secretaries, interviewers, and insurance sales agents.
  • Specific Vocational Preparation in years: 1-2 years of preparation (6.0 to < 7.0)

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