Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships.

Duties & Responsibilities

Duties will include, but are not limited to the following :

Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) on a daily basis.

Responds to their requests and works with them to resolve issues and meet their needs

• Prepare and process cash contributions and distributions upon receipt of appropriate documentation
• Facilitate stock transfers for gifting
• Filing, copying, scanning and faxing
• Utilize the UNITY platform for administrative services, account maintenance, and the creation of administrative reports
• Process IRA and ERISA distributions.
• Work with Senior Trust Officer to monitor cash positions in accounts on a daily basis and resolve any overdrafts
• Maintaining administrative account files electronically through CRM
• Organization of documents and correspondence
• Complete special projects as requested
• Support the Senior Trust Officers in all other aspects of trust administration
• Other duties as assigned

Selection Criteria

• 1-2 years of experience in client services
• Bachelor’s Degree or equivalent work experience
• Highly effective written and oral communication skills
• Attention to detail, strong organization skills, with the ability to maintain legal documents
• General knowledge of investment products
• Problem solving skills
• Proficiency and experience using MS Word, Excel
• UNITY and FIS Accounting system experience preferred, but not required

Equal Opportunity Employer / Veterans / Disabled

BFS7501

Last updated : 2024-05-11