BS/BA or equivalent experience preferred. Non-licensed associate.
3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required.
Private Bank and Merrill systems experience a plus.
Responsibilities:
Serves as technical expert for the team, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures
Completes administrative reviews of trust accounts to drive consistency in approach and results
Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns
Skills:
Attention to Detail
Customer and Client Focus
Problem Solving
Relationship Building
Risk Management
Account Management
Administrative Services
Client Management
Issue Management
Active Listening
Candidate Screening
Prioritization
Process Simplification
Referral Identification
High School Diploma / GED / Secondary School or equivalent