Job Description:
Job Summary:
The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TSAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers.
Job Description:
- In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients’ trust needs and expectations
- Serve as an additional point of contact to clients and/or as backup for the Trust Officers
- Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
- Responsible for:
- Complex party maintenance
- Administrative Review (IM&T)
- Transaction Processing and Management
- Money Movement (Trust)
- Specialized Fiduciary Transactions
- Discretionary and action matters
- UPIA, Equitable Adjustments and 65 Day Tax
- Account Pay Service Provider
- Generation Skipping Tax – Processing
- Asset Transfer - complex
- Administrative duties as required
- Support initial review of IPS process
- Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
- Leverage experience and deep expertise especially with the most complex administrative trust needs to manage and/or execute client transactions
- Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
- Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
- Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
- Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Qualifications:
- Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
- Ability to successfully complete assessment of critical skills
- BS/BA degree in Business, Finance, Economics or Law desired
Skills:
- Active Listening
- Adaptability
- Attention to Detail
- Emotional Intelligence
- Prioritization
- Collaboration
- Critical Thinking
- Decision Making
- Oral Communications
- Written Communications
- Drives Engagement
- Innovative Thinking
- Mentoring
- Networking
- Problem Solving
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)