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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.
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
Skills:
High School Diploma / GED / Secondary School or equivalent
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