Junior Trust Administrator

City National Bank of WV•Charleston, WV

5d•Onsite

About The Position

City National Bank is a multi-award-winning and highly successful financial institution committed to delivering exceptional service to our customers—and that commitment extends across every role in our organization. We’re looking for talented individuals who share our dedication to excellence and understand the vital role customer service plays in everything we do. Why choose City National Bank? At City, we understand that our employees are our greatest asset. That’s why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here’s what sets us apart: 1. Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you’ll be part of an organization that constantly strives for innovation and improvement—always with the customer experience in mind. 2. Career Growth Opportunities: We believe strongly in providing support for you to grow your skills and build a successful career. You will have opportunities to learn and advance within our organization with comprehensive training programs and ongoing professional development. 3. Competitive Compensation and Benefits: In addition to a competitive salary, we offer paid time off, paid parental leave, medical, dental & vision coverage, and a 401(k) match. 4. Strong Company Culture: Our employees are the heart of our organization. We foster a positive, inclusive culture where collaboration thrives and every team member contributes to delivering exceptional service—whether directly or indirectly supporting our customers. Summary Description 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.
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.