ANB Bank
Trust Administrative Assistant I, II, or III, Cimarron
ANB Bank, Cimarron, Colorado, United States, 81220
Trust Administrative Assistant I, II, or III, Cimarron
Join
ANB Bank
as a Trust Administrative Assistant at Cimarron.
General Information
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
Summary 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.
Essential Duties and Responsibilities
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.
Education and/or Experience
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.
Equal Opportunity Statement ANB Bank is an Equal Opportunity Employer / Affiliated with affirmative action / Minorities / Female / Disability / Veteran. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job‑related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity or any other status protected by federal, state or local law.
ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicants not disclose their wage rate history. If ANB Bank for any reason comes into possession of an Applicant’s wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that applicants not provide information on age, date of birth or graduation date from any academic institution, including on resumes.
Application Window Closure Anticipated date of application window closure: 01/18/2026 (or until filled).
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ANB Bank
as a Trust Administrative Assistant at Cimarron.
General Information
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
Summary 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.
Essential Duties and Responsibilities
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.
Education and/or Experience
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.
Equal Opportunity Statement ANB Bank is an Equal Opportunity Employer / Affiliated with affirmative action / Minorities / Female / Disability / Veteran. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job‑related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity or any other status protected by federal, state or local law.
ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicants not disclose their wage rate history. If ANB Bank for any reason comes into possession of an Applicant’s wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that applicants not provide information on age, date of birth or graduation date from any academic institution, including on resumes.
Application Window Closure Anticipated date of application window closure: 01/18/2026 (or until filled).
#J-18808-Ljbffr