Personal Trust Administrative Specialist

The Personal Trust Administrative Specialist plays a key role in delivering exceptional service to our Personal Trust clients by partnering closely with Trust Officers to support day-to-day relationship management. This position coordinates account opening and funding, assists with estate administration and Financial Power of Attorney services, and ensures client needs are handled accurately and efficiently. Ideal candidates are detail-oriented relationship builders who thrive in a collaborative environment and take pride in providing high-touch service and dependable team support.

• Perform other tasks which are supportive in nature to the essential functions of the job and department, but which may be altered or redesigned depending upon individual circumstances.
• Works as part of a team to accomplish office/dept goals. This includes working additional hours as needed and/or taking on additional responsibilities as needed within other rotations.
• Participates in internal/external training as appropriate.
• Participates in community involvement/bank activities as appropriate.
• Perform all other duties as assigned or requested.

• Bachelor’s degree in Finance, Accounting, Business and/or similar field of education and/or 3-5 years previous work experience in a similar field/role.
• Well-developed interpersonal and communication skills (verbal & written) to communicate and relate effectively with clients, associates, vendors, etc.
• Demonstrated ability to be a non-competitive team player.
• Strong analytical/critical thinking skills.
• Good accounting/math skills with the ability to work precisely with numbers and financial calculations.
• Strong attention to detail with the ability to work efficiently & accurately as well as the ability to follow up on pending items in a timely fashion.
• Demonstrated ability in exercising independent judgment.
• Strong organizational skills, including the ability to prioritize multiple/competing tasks and remain calm while working in a fast paced/deadline driven environment.
• Demonstrated working knowledge of Microsoft Office Suite, advanced typing/keyboarding skills and the ability and willingness to learn new programs and software.
• Ability to put forth the extra effort necessary to make the office a successful operation including, but not limited to, working additional hours that may require evenings/weekends on occasion.
• Ability to maintain confidential customer information.
• Ability to read, write, understand and speak English clearly.
• Ability to represent the organization in a professional, positive manner.
• Willingness to learn new concepts and apply them in a functional manner.
• Knowledge in areas such as investments, IRAs, estate work, real estate, banking functions, tax, fiduciary responsibility, accounting/bookkeeping, and other wealth management-related topics.

• Advanced designations including, but not limited to, Registered Para Planner, CTFA, etc.
• Previous work experience in a similar financial advisory/wealth management position
• Previous work experience in a financial institution and/or with financial institution products/services

Lake Ridge Bank values a diverse workforce and is an affirmative action/equal opportunity employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at  or email us.