JOB DESCRIPTON

Job Title:        Trust Associate                                                                                  

Department:  Salem Trust Division                          Location:             TMI Salem - Florida 

FLSA Status: Non-Exempt  Last Revision Date: 9/15/2025

REPORTING STRUCTURE:  Reports to the Trust Operations Manager

GENERAL FUNCTION:  The Trust Associate is responsible for performing the administrative and operational tasks necessary to ensure client satisfaction.

MAJOR DUTIES AND RESPONSIBILITIES:

• Review and rebalance account funds as directed. Includes reviewing trade and money movement directives and processing for execution.
• Open and close client accounts
• Process client instructions regarding money movement
• Take appropriate steps to avoid overdrafts to accounts
• Complete all transition related paperwork promptly and accurately
• Process properly authorized invoiced payment requests of clients
• Answer clients questions daily and work closely with Relationship Managers on escalated client inquiries and directives
• Process checks into CSS promptly and accurately
• Support the processing of recurring monthly pension and lump sum distributions promptly and accurately
• Perform quality control monitoring daily ensuring daily work actioned and initiated transaction activity accurately processed
• Support the preparation of administration reviews of clients
• Complete filing, research, and imaging promptly and accurately
• Perform other duties as assigned
• Prepare wire transfer, ACH and check disbursements
• Maintain procedures and checklists, including necessary enhancements, to streamline operational workflow processes and tighten quality control measures

SKILLS & REQUIREMENTS:

• BS or BA Degree with emphasis in Finance/Accounting or equivalent work experience
• 1-3 years administrative experience in trust or investment management
• Ability to multi-task
• Careful attention to detail
• Excellent verbal and written communication skills
• Proficient with Microsoft Office software and Adobe
• Familiar with trust accounting technology and able to learn job required systems and programs

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands, reach with hands and arms, and talk or hear.