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Desired Qualifications
- BS/BA or equivalent experience helpful. 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
1st shift (United States of America)