Trust and Estate Onboarding Specialist

Responsibilities

• Coordinate the onboarding of trust and estate accounts end-to-end
• Gather and validate required documentation and client/account information
• Coordinate with key internal partners across Personal Trust and related departments
• Ensure onboarding activities align with bank policies, procedures, and compliance requirements
• Provide operational support and clear updates to internal partners throughout the onboarding process
• Lead onboarding calls with internal partners as you progress in training

• Five years or more of related experience
• Bachelor's degree (preferred)
• Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
• Ability to multitask and meet established deadlines in a dynamic work environment
• Ability to work collaboratively with others
• Exhibits analytical, problem-solving, decision-making, and organizational skills
• Exhibits customer relation skills, interpersonal, and verbal and written communication skills
• Understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial & Institutional Banking business lines and clients
• Proficient in Microsoft Office applications, preferably Excel.