Institutional Asset Management & Trust Account Administrator

Huntington National Bank • Centreville, AL

25d • Onsite

About The Position

The Wealth & Investment Account Administrator on the Institutional & Specialty Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and deadlines, timely deposit, withdrawal and transfer of funds, and periodic customer communications.

Requirements

• Bachelor’s degree and 2+ years of experience in Financial Services, OR High school diploma and 5+ years of experience in Financial Services

Nice To Haves

• A continuous improvement mindset with demonstrated problem solving and decision making skills as well as a desire for advancement and growth.
• Understanding business lines and services, including Pooled Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts
• Strong experience in compliance and risk management
• Ability to thrive in a collaborative, team-oriented environment
• Excellent communication, analytical, and operational skills
• Capable of self-managing multiple tasks, projects and assignments in a changing environment with competing priorities

Responsibilities

• Responsible for the complete administration of assigned accounts
• Assist the sales advisory team with the development of onboarding processes for new clients as well as strategic and actionable tactics to promote and ensure effective delivery of services
• Responsible for adherence to Personal Trust processes, procedures, polices to effectively mitigate risk
• Works closely with support staff to ensure well-organized administration
• Must take initiative to address issues proactively
• Work with smaller group of clients with high touch needs and attentiveness required
• Establish relationships with key external partners, colleagues and appropriate bank segments
• Performs other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level