Fiduciary Administrative Assistant

Our Mission

We are a true partner in our communities by ensuring people feel seen, heard, and valued. We move beyond the transactional-based experience to foster relationships with genuine care and exceptional service.

About the Role

Are you organized and dependable, and do you enjoy getting things done? Riverview is looking for an Administrative Assistant I to keep our Trust team running smoothly. You'll give hands-on administrative support to a team of trust professionals. That includes managing calendars, preparing letters, handling mail, and completing transactions in our trust accounting and imaging systems. Our trust team helps clients and families through important and sometimes difficult financial decisions that have a real impact on their lives. Your attention to detail, discretion, and professional service will play a meaningful part in that work.

The salary for this role will be between $22 and $27. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards

What You'll Do

Administrative Support (approximately 85%)

• Manage calendars and schedule meetings and appointments for trust team members
• Format, write, and prepare letters and other client correspondence
• Process inbound and outbound mail, including FedEx and overnight shipments
• Complete scripted transactions in the trust accounting system and process documents in the imaging system
• Perform accurate data entry and keep records up to date
• Set up and maintain record files
• Print, copy, and assemble documents and client materials
• Greet visitors and screen and route phone calls, providing professional, friendly service to clients and internal partners
• Handle sensitive and confidential client information with discretion
• Order supplies and complete other administrative duties as assigned

Operations Support (approximately 15%)

• Support the trust operations team with daily settlement activities
• Partner with operations to make sure daily work is completed accurately and on time

What You'll Bring

• High school diploma or GED
• Some customer service or prior work experience; administrative, banking, or trust experience is a plus
• Experience with trust accounting or document imaging systems is a plus
• Working knowledge of Microsoft Word, Excel, and Outlook, including letter formatting and calendar management
• A task-oriented, "get it done" approach and the ability to work steadily at high capacity while staying organized
• Strong attention to detail and accuracy, especially with data entry and transactions
• Discretion with sensitive and confidential information, and an understanding that the trust team's decisions can deeply affect clients' lives
• Professional, service-minded communication by phone, email, and in person

Who You'll Work With

• Provide direct day-to-day support to several members of the trust team
• Partner with the trust operations team on daily settlement
• Interact regularly with clients and internal partners by phone, email, and in person
• Receive training, guidance, and feedback from your supervisor and more senior administrative staff

Technology & Innovation

• Demonstrated curiosity and adaptability in leveraging evolving digital tools and artificial intelligence (AI) to enhance work quality, efficiency, decision-making, and customer experience.
• Willingness to continuously learn and responsibly apply emerging technologies in alignment with regulatory and ethical standards.

Physical Demands

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Why Riverview

At Riverview, we're committed to providing quality service to our customers and to each other. We believe in supporting our employees' personal and professional growth. If you're dependable, detail-oriented, and want your work to make a difference for clients and their families, we'd love to hear from you.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.