Trust Associate
About The Position
Cornerstone Private Asset Trust Company is seeking a detail-oriented and client-focused Trust Associate to support its Trust Administration team. This role serves as a key point of contact for clients while providing administrative and operational support to Trust Officers. The ideal candidate enjoys working with people, managing details, and contributing to a collaborative environment where client service is the top priority. This position supports the day-to-day administration of trust accounts and client relationships. You will work closely with Trust Officers to assist with client service, account administration, documentation management, meeting preparation, and trust operations. Success in this role requires strong organizational skills, attention to detail, professionalism, and a commitment to delivering a high-quality client experience.
Requirements
- Strong organizational and time management skills
- Exceptional attention to detail and accuracy
- Excellent written and verbal communication skills
- Strong client service orientation and professional demeanor
- Ability to manage multiple priorities and meet deadlines
- Proficiency in Microsoft Office Suite
- Maintain confidentiality
- Uphold Cornerstone's mission, vision, and values
- Follow policies, procedures, and internal controls with integrity and professionalism
- Demonstrate ethical decision-making and accountability
- Observe safety and security procedures
- Maintain dependable attendance and ensure responsibilities are covered when absent
Nice To Haves
- Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field preferred
- Three to five years of financial services, banking, trust administration, wealth management, or related experience preferred
- Experience in trust administration, investments, or wealth management is a plus
- Experience with trust accounting systems or financial software is a plus
Responsibilities
- Welcome and assist clients in person and by phone, determining needs and directing inquiries appropriately
- Respond professionally and promptly to client questions and concerns
- Support Trust Officers with client communications and ongoing relationship management
- Assist with client meeting preparation, scheduling, account data gathering, and presentation materials
- Maintain confidentiality when handling sensitive client and account information
- Assist with new account onboarding and account terminations
- Understand fiduciary concepts and support proper trust account administration
- Utilize trust accounting systems to enter and maintain transactions accurately and timely
- Assist with trust distributions, account maintenance, and operational activities
- Support officers with tax-related matters, including reports, returns, payments, and client communications
- Coordinate with internal teams and external professionals as needed
- Maintain client files, correspondence, and records in appropriate physical and electronic locations
- Perform administrative duties including scanning, filing, photocopying, and document management
- Schedule meetings and coordinate logistics
- Maintain accurate documentation and reporting records
- Assist with special projects and process improvements
- Support team priorities and contribute wherever needed to ensure exceptional client service
- Foster a collaborative, team-first environment
- Take initiative and demonstrate ownership of responsibilities
- Adapt to changing priorities and support firm-wide goals
- Contribute ideas for improving processes and enhancing the client experience
- Maintain a positive, professional, and solutions-oriented attitude
Benefits
- health, dental, vision, life insurance, disability coverage, paid time off, paid holidays, and 401(k)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
