AVP, Trust Operations - Account Specialist

Enterprise Bank & Trust • Clayton, MO

51d

About The Position

This position works closely and assists the Wealth Advisors, Administrators and Administrative staff in providing support and timely completion of responsibilities that ensures customer satisfaction. This includes opening and closing accounts, disbursements, and deposits. Serves as a liaison between Planning Specialists, Wealth Advisors, Trust Officers, Client Service Assistants, and Operations.

Requirements

• Team-oriented, possess a positive attitude and work well with others
• Excellent interpersonal and customer service skills
• Good analytical and problem solving skills, including attention to detail
• Demonstrate a willingness to learn and apply new concepts, accept change and grow within the position
• Strong judgement, ethics, and decision making skills
• Ability to prioritize; handle multiple tasks; and work independently
• Strong organizational skills and detail-oriented with high degree of accuracy
• Strong written and oral communication skills
• Strong math and problem solving skills
• Must maintain confidentiality of client transactions and financial records
• Good phone voice with professional and well-groomed appearance
• Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
• Thorough knowledge of trust procedures, bank operations, products and services offered at the bank
• Bachelor's Degree and minimum of 3 years of Trust Operations experience in a financial services environment
• Skilled in operation of a personal computer, including Microsoft Office
• Salesforce
• Fidelity Wealthscape
• Google

Responsibilities

• Works closely with the Wealth Advisors, Trust Officers, and the Portfolio Managers to facilitate seamless client relationship management including opening and closing client accounts.
• Maintains account maintenance (e.g. change of administrator, investment changes, etc.)
• Process incoming and outgoing transfer positions in customer accounts in an accurate and timely manner.
• Review and analyze financial data to calculate and compile information needed to maintain cost on individual security tax lots within each account.
• Processes the Date of Death valuations for accounts.
• Maintain original document vault for Wealth Management.
• Responsible for sending out stock gifts
• Responsible for turning on and off fees, transfer fees, and fee chaining accounts.
• Performs other duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Real Estate
• Number of Employees: 1,001-5,000 employees