Wealth Management- Trust Associate 3
About The Position
The Trust Associate provides a broad range of administrative and client support services in partnership with trust officers and internal partners. The role supports the efficient administration of trust accounts for which the bank acts as trustee, agent, or custodian, and delivers high-level customer service to clients and beneficiaries. Duties may include collecting and interpreting data for reports, participating in special projects, and preparing correspondence and other documentation. The associate helps administer accounts in compliance with legal requirements and monitors risk within assigned authority levels. The role also involves proactively identifying potential problems, compliance issues, or fraud; supporting client satisfaction and relationship retention and growth; and meeting KYC, AML, and other procedural, corporate, and regulatory compliance standards. The associate maintains knowledge of relevant products and services and may identify opportunities or make referrals.
Requirements
- Five or more years of trust servicing experience or equivalent education.
- High school diploma or equivalent.
- Knowledge of products, services, and solutions applicable to the target market segment.
- Knowledge of personal trust administration, fiduciary regulations, and trust services.
- Knowledge of fiduciary services and compliance or regulatory reporting, and good knowledge of the operations area and its responsibilities.
- Good analytical and problem-solving skills.
- Effective verbal and written communication skills.
- Strong customer service and relationship management skills.
- Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications such as Word, Excel, and PowerPoint.
- Ability to work independently, show initiative, stay organized, prioritize effectively, listen well, collaborate in a team-focused environment, and deliver results.
Nice To Haves
- Proficiency with trust administration systems and workflow management tools.
Responsibilities
- Provide administrative and client support in partnership with trust officers and internal partners.
- Assist with efficient administration of trust accounts where the bank acts as trustee, agent, or custodian.
- Provide customer service to clients and beneficiaries regarding trust accounts.
- Collect and interpret data to produce reports, participate in special projects, and prepare correspondence and other documentation as needed.
- Administer accounts in compliance with legal requirements and monitor risk within designated authority levels.
- Proactively identify potential problems, compliance issues, and fraud to support client satisfaction and retention and expansion of client relationships.
- Maintain knowledge of related products and services and assist with identifying opportunities or making referrals as appropriate.
- Meet KYC, AML, and other procedural, corporate, and regulatory compliance standards.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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
Education Level
High school or GED
