Sr. Trust Client Assistant

Comerica•El Segundo, CA

42d•$23 - $43•Hybrid

About The Position

Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Client Assistant Sr. in Comerica's Strategic Alliance plays a vital role in this model, by serving as a support system for our Alliance Trust Advisors and their book of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, our partnered Financial Advisors, and other internal business partners to complete routine and non-routine administrative tasks. Position Competencies Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.

Requirements

High School diploma or GED
1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning)
2 years of experience in written and verbal communications with all levels of staff and clients

Responsibilities

Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions.
Prepares reports required for annual account reviews.
Performs data entry which includes check writing, ACH set-up, and account information editing. Accesses statements, account data, and tax reports from various proprietary data bases.
On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information.
Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures nts.

Benefits

We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family.
Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future.
Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive.
We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs.
You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses.
We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave.
Eligibility for some programs varies based on employment status and tenure.

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