Junior Trust Administrator

City National Bank of WV•Martinsburg, WV

About The Position

Work closely with the Trust & Wealth Management Division Senior Trust Office and other administrators to independently provide account administration on a variety of account types, including various types of trusts, agency, custody, IRAs and estates. Act within Division's stated policy and relevant guidelines to manage a book of assigned accounts.

Requirements

Bachelor's degree in related field (Accounting, Finance, Economics preferred).
Willingness to complete additional education as assigned.
Overnight travel may be necessary on a limited basis.
Work is generally performed indoors in environmentally controlled conditions.
Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending, and carrying of light items in the course of the work.
Strong attention to detail
Strong analytical skills
Computer proficiency: Word, Excel, Access, Accounting software
Professional image
Excellent oral and written communication skills

Responsibilities

Responsible for administration of smaller trust, agency, custody, IRA and estate administration accounts as assigned.
Access, input, and retrieve client account information utilizing trust accounting system.
Provide client service through phone, in-person, and email communication with clients.
Prepare annual Reg-9 reviews for assigned accounts.
Assist with preparation and filing of estate appraisements and period and final settlements for estate accounts.
Adherence to regulatory and compliance policies and procedures.
Accompany and assist Senior Trust Officer and/or Business Development Officer with meeting preparation for existing and prospective clients.
Assist Senior Trust Officer with special projects as assigned.
May participate in various community related activities and functions.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.