Trust Administrative Assistant , II, or III, Cimarron

Trust Administrative Assistant I, II, or III, Cimarron

Join ANB Bank as a Trust Administrative Assistant at Cimarron.

• Location: 15 West Cimarron Street, Colorado Springs, CO 80903
• Work Schedule: Monday - Friday, 8:00 am – 5:00 pm
• Employee Type: Non‑Exempt Full‑Time
• Hiring Pay Ranges: $18.00 – $25.25 per hour
• • Trust Administrative Assistant I – $18.00 – $20.50 per hour
  • Trust Administrative Assistant II – $19.25 – $22.65 per hour
  • Trust Administrative Assistant III – $20.50 – $25.25 per hour

The hiring pay range for this position is commensurate with the level of relevant experience and education.

Health & Wellness Benefits (Subject to Eligibility Requirements)

• Minimum 4 Weeks of Paid Time Off (PTO)
• 11 Paid Holidays
• Medical, Dental, and Vision Insurance
• Health Savings (HSA), Flexible Spending (FSA), and Dependent Care Spending Accounts
• Company‑provided Life, AD&D, and Disability Insurance with supplementation options
• 401(k) Plan with Discretionary Company Match and Profit Sharing
• Discretionary Annual Bonus and Employee Referral Incentives
• Employee Assistance Program (EAP)
• Tuition Reimbursement Program
• Spanish Communication Assistant Program Incentive

Provides administrative support for trust accounts. Responsibilities include customer assistance, trust accounting, system processing, and account reconciliation. Day‑to‑day administrative responsibilities for a varied portfolio of trust, conservatorship, investment management and custodial accounts; following sound fiduciary principles. The position requires forming working relationships with, and knowledge of, our clients. The position supports Trust Officer(s) and the Trust Administrative Coordinator with day‑to‑day administrative functions.

• Manage client relationships, monitoring internal compliance and trustee requirements, and participate in the coordination of operations and investment processes to ensure correct procedures, accuracy, and timeliness requirements are met.
• Develop sound working relationships with customers, employees, and outside professionals, such as attorneys and CPAs.
• Maintain active communications with clients to ensure client needs are being met.
• Coordinate with other ANB Financial Services personnel in the maintenance and service of accounts.
• Proficient with Microsoft Word, Excel and Outlook. Adept at learning new software, including the trust accounting platform.
• Ability to review documents and assist in the setup of new accounts.
• Assist in performing account reviews.
• Coordinate and renew compliance requirements per legal documents to ensure proper actions are taken.
• On‑going maintenance of customer accounts, including maintaining correct client instructions.
• Respond to customer inquiries in a timely and professional manner.
• Monitor accounts for sufficient cash balances to avoid overdrafts.
• Coordinate with customers and portfolio managers for purchase and settlement of investments and other transactions.
• Process account transactions. Verify the accuracy of posted transactions.
• Deliver high quality of service as defined by department standards.
• Ability to multi‑task and prioritize daily tasks efficiently as well as manage ongoing projects.
• Maintain current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures.
• Maintain confidentiality as defined by department standards.
• Supports the company’s Mission, Vision, and Values.
• Other duties may be assigned.

• Trust Administrative Assistant I: 0 – 3 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience.
• Trust Administrative Assistant II: 3 – 6 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience.
• Trust Administrative Assistant III: 6+ years of experience in trusts, accounting, and investments; or equivalent combination of education and/or experience.

ANB Bank is an Equal Opportunity Employer / Affiliated with affirmative action /…