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Job Description:
Job Description:
This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books of business, and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed.
Responsibilities:
• Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions
• Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates
• Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed
• Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups
• Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts
Qualifications:
Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
Trust administration experience desired
BS/BA degree in Business, Finance, Economics or Law desired
• 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
High School Diploma / GED / Secondary School or equivalent
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