Job Description
Job DescriptionEQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS
Summary Description
Work closely with the Trust & Wealth Management Division Senior Trust Office and other administrators to independently provide account administration on a variety of account types, including various types of trusts, agency, custody, IRAs and estates. Act within Division's stated policy and relevant guidelines to manage a book of assigned accounts.
Essential Functions
- Responsible for administration of smaller trust, agency, custody, IRA and estate administration accounts as assigned.
- Access, input, and retrieve client account information utilizing trust accounting system.
- Provide client service through phone, in-person, and email communication with clients.
- Prepare annual Reg-9 reviews for assigned accounts.
- Assist with preparation and filing of estate appraisements and period and final settlements for estate accounts.
- Adherence to regulatory and compliance policies and procedures.
- Accompany and assist Senior Trust Officer and/or Business Development Officer with meeting preparation for existing and prospective clients.
- Assist Senior Trust Officer with special projects as assigned.
- May participate in various community related activities and functions.
Position Requirements
- Bachelor's degree in related field (Accounting, Finance, Economics preferred).
- Willingness to complete additional education as assigned.
- Overnight travel may be necessary on a limited basis.
- Work is generally performed indoors in environmentally controlled conditions.
- Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending, and carrying of light items in the course of the work.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Critical Skills / Expertise
- Strong attention to detail
- Strong analytical skills
- Computer proficiency: Word, Excel, Access, Accounting software
- Professional image
- Excellent oral and written communication skills