Personal Trust Service Representative

Job Description

We are currently seeking a detail-oriented, customer-focused Personal Trust Service Representative to join our Personal Trust Team. In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel. You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.

We are currently seeking a detail-oriented, customer-focused Personal Trust Service Representative to join our Personal Trust Team. In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel. You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.

Monday - Friday 8:00AM - 5:00PM (Hours may vary)

The hourly range for this role is $18.25 to $24.00/hour; commensurate with experience.

In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel. You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.

The ideal candidate will have

• Work experience in financial services – wealth management, trust administration, tax, general banking or brokerage house helpful.
• Associate’s degree in Business or related field, or equivalent work experience.
• 2 years of experience in customer service and/or clerical work.
• Work experience in financial services - wealth management, trust administration, tax, general banking or brokerage house helpful
• Familiarity with Microsoft Office, including Word, Excel, and PowerPoint. Access and Visio helpful
• Ability to learn Trust-specific software programs, such as SEI Wealth Platform, Extra and RMS
• Ability to verbally communicate effectively with individuals and in a group setting
• Ability to draft and edit reports or correspondence in proper form preferred
• Ability to meet deadlines, establish and maintain priorities and work under time constraints with interruptions
• Ability to understand and assimilate information
• Possesses attention to detail with excellent follow-through
• Ability to manage detailed information with accuracy
• Ability to use judgment and discretion regarding confidential information is essential
• Ability to work in a fast-paced, high volume environment is critical
• Ability to work under pressure with multiple deadlines
• Ability to handle multiple tasks and to meet strict deadlines on a daily basis
• Good time management skills
• Proactive and able to work independently
• Occasional customer contact