What are the responsibilities and job description for the Trust Administrator position at North Shore Bank of Commerce?
North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area and beyond with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers.
We’re currently seeking a full-time Trust Administrator to join our team. If you’re a seasoned professional who’s passionate about developing, expanding and maintaining relationships, this is a great opportunity for you! This role will be met with opportunities for growth and options to obtain applicable accreditations to support our diverse business lines.
At North Shore Bank, we offer:
- Competitive pay
- Comprehensive benefits package
- A positive, collaborative workplace culture
- Career development opportunities within our organization
- Equal opportunity employer
What You Will Do:
- Provides comprehensive, strategic advice to clients, including; asset management, estate planning, taxes, dispute resolution and risk management.
- Will work closely with the VP, Trust Administration to establish and maintain a business development plan.
- Initiates regular, proactive client communications via telephone, e-mail, in writing, and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.
- Professional account management consistent with governing documents, applicable laws, regulations, policies and procedures.
- Works closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience.
- Attend corporate events, social gatherings, and other events necessary to support client retention and cultivate prospective client relationships.
- Performs other job-related duties as assigned.
What We’re Looking For:
We’re seeking someone who is connected to, passionate about and lives in the Twin Ports area!
- 5 years of successful experience in trust administration or wealth management, servicing and managing fiduciary relationships.
- Technically proficient in fiduciary law, tax, investments and administration.
- Bachelor’s degree in a business-related field and/or equivalent experience and/or training.
- Professional designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and / or Graduate of National Trust School.
Benefits:
- Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance.
- 401(k) with Employer Match and Profit Sharing
- Vacation time
- Bereavement leave
- Paid Holidays
- Employee Perks
- Fun and friendly family-owned work environment
- $60,000-$80,000. Salary, incentive plan and title all depending on experience.
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $60,000 - $80,000