Trust Specialist

Trust Specialist

Our client, a large financial services company, is seeking an experienced Trust Specialist for a 12 month contract role in Frisco, TX or Charlotte, NC. This role is fully onsite.

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key responsibilities and duties include:

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels' clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure that they are in compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Educational requirements:

• University (Degree) Preferred

Work experience:

• 3+ Years Required; 5+ Years Preferred

Pay Rate $24.51 - $26.51