Trust Client Specialist

Description

Location: Onsite a location listed on posted.

The primary function of the Trust Client Specialist is to provide sales and administrative support to an individual or small group of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc. Support includes direct contact with clients and internal partners in all aspects of the client relationship from onboarding to day-to-day account management, compliance and client service.

Strong communication, attention to detail, ability to multi-task and organization are critical skills.

• Various aspects of account maintenance, including but not limited to opening and closing accounts following Trust procedures, setting up contact records, setting up statements in the Trust system, setting up disbursement and receipt ticklers, maintaining account coding.
• Preparation of various forms under the guidance of the Trust Officer.
• Processing various cash transactions using Trust and bank systems, including but not limited to processing incoming checks, paying bills for clients, disbursements to clients, account-to-account transfers.
• Initiating and monitoring asset transfers between institutions.
• Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets).
• Scanning and uploading various documents needed for compliance purposes and providing requested documentation for audits.
• Direct client contact, serving as a liaison between the client and Trust Officer as well as other departments of the bank.
• Being organized, meeting deadlines, and processing requests with accuracy.
• Serving in a back-up role in the absence of the Trust Officer.
• Supporting and contributing to new business development efforts in the bank through client contact and referrals while promoting the appropriate company image and maintaining a professional attitude.
• Performing general office duties and providing team/departmental support as needed.

• High school diploma or GED and 3-5 years of experience in a similar position
• Proficiency with MS Office Suite
• Excellent written and verbal communication skills
• Must be incredibly organized
• Hours:
  
  MONDAY - FRIDAY 8AM - 5PM

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More –

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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