Trust Specialist

Cumberland Trust & Investment Co.•Nashville, TN

just now•Hybrid

About The Position

Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities. We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service. If you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you! Cumberland Trust is searching for a Trust Specialist. You will be providing administrative support to the Trust team. This support can be answering phone calls and writing correspondence, or it can be more complex such as using basic trust and tax knowledge to assist others in the department with client support. Data entry and processing of financial transactions are in the purview of this role. In addition, you will maintain documentations and files on trusts.

Requirements

Bachelor’s Degree preferred, (finance, business, tax, or law is even better)
Minimum 1 year of experience with banking, trust administration, or customer service
Proficient computer skills
Ability to be organized and detailed while meeting deadlines

Responsibilities

answering phone calls
writing correspondence
using basic trust and tax knowledge to assist others in the department with client support
data entry
processing of financial transactions
maintain documentations and files on trusts