Trust Client Services Associate Job Louisville area,Kentucky USA,Finance & Banking

Job Title:

Trust Client Services Associate

FLSA Status:
Exempt

Department:
Trust

General

Job Summary

Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.

Organizational

Duties and Responsibilities:

Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.

Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

Effectively communicate with internal and external clients, verbally and in writing
Draft client communications with guidance from Advisor
Prepare presentations for existing clients
Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
Maintain service standard activities, COI activities, and other required calling activities

Other Functions:

Provide office coverage and support in emergency situations
Perform other duties as assigned

Working Conditions:

Office setting requiring sitting and standing

Minimum

Job Requirements:

Education:

High School Diploma or GED Equivalent; BA/BS preferred

Specific

Skills:

Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Self-motivated and dependable
Ability to learn trust system and new technology
Independent decision making ability within limits set by the Wealth Management & Trust Department
Professional communication skills, both written and verbal, with all levels of personnel and clients
Professional grammar, spelling and business writing skills
Ability to develop and implement problem solving skills
Ability to prioritize and organize work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be detail oriented
Professional appearance and demeanor
Knowledge of investment, fiduciary, and estate planning concepts is a plus
Work experience in a trust department or related field is a plus

Specialized:

None

Licenses:

None

Supervisory Responsibility:

None

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.