Trust - Region - Administrative Asst Trust Adm

Trust Administration Assistant

For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities, seek to understand what drives our customers and create customized solutions to meet their needs. Our mission is to enrich the lives of our customers, coworkers and shareholders through an unparalleled commitment to the client experience and passionate involvement in the community.

Job Reporting Relationships

Supervised by:
Sr. Wealth Advisor or Wealth Advisor

Supervises:
None

Basic Qualifications

Education/Training: A high school diploma or equivalent; obtain and maintain appropriate Bank Product Knowledge Certification.

Skill(s):
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; working knowledge of Microsoft Excel, Word, and PowerPoint software programs; proficient keyboarding skills; visual and auditory skills; valid driver's license.

Experience:

Previous related experience preferred.

General Responsibilities

Responsible for performing a variety of duties to support the trust administration function; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Duties

• Prepares annual review packets and summary report for Trust Committee.

• Assembles presentation materials for sales sessions with prospects and customers.

• Files information for clients and the department.

• Schedules appointments for clients.

• Maintains Trust Policy and Procedures Manual.

• Receives and screens visitors and telephone calls.

• Assists Trust Administrators with routine account information and department functions.

• Sends out Just a Note cards and courtesy cards to clients.

• Coordinates internal and external meetings.

• Updates and various reports.

• Prepares birthday cards and tickler.

• Participates in community activities as it relates to the successful completion of primary duties.

• Cross sells all bank products and services as appropriate.

• Performs other related duties as assigned.

• Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.

• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.

• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

• Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.

• Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.

Ancillary Duties

• Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Job Location

Assigned office location

Equipment/Machines

• Automobile

• Telephone

• PC/Computer keyboard

• Printer

• Fax machine

• Copy machine

• Calculator

Full Time Employment Benefits:
Fulltime hourly-paid employees will be…