What are the responsibilities and job description for the Trust Specialist position at eTeam?
Job Title:Trust Specialist
Location: Frisco, TX / Charlotte, NC
Duration:6 Months
Role Details:
The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.
Key Responsibilities and Dutie
- sManages the set-up, implementation, and administration of trusts and estates
- .Monitors transactions, cash flows, and account activity
- .Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets
- .Reviews portfolios to ensure that they are in compliance with laws and regulations
- .Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings
.Educational Requirement
- sUniversity (Degree) Preferre
dWork Experienc
- e3 Years Required; 5 Years Preferre
Salary : $37