Wealth Management- Trust Associate 3
About The Position
The Trust Associate provides administrative and client support in partnership with trust officers and other internal partners. The role supports efficient administration of trust accounts for which the bank acts as trustee, agent, or custodian, and provides 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, monitors risk within designated authority levels, and proactively identifies potential problems, compliance issues, or fraud to support client satisfaction and retention. The role also requires knowledge of related products and services, support for referrals or opportunity identification as appropriate, and adherence to KYC, AML, and other procedural, corporate, and regulatory standards.
Requirements
- Five or more years of Trust Servicing experience or equivalent education.
- High school diploma or equivalent.
Nice To Haves
- Knowledge of products, services, and solutions applicable to the target market segment.
- Knowledge of and experience in personal trust administration, fiduciary regulations, and trust services.
- Knowledge of fiduciary services and compliance/regulatory reporting, and good knowledge of operations and related responsibilities.
- Good analytical and problem-solving skills.
- Effective verbal and written communication skills.
- Strong customer service and relationship management skills.
- Proficient computer navigation skills with software packages, including Microsoft Word, Excel, and PowerPoint.
- Proficiency with trust administration systems and workflow management tools preferred.
- Ability to work independently, show initiative, stay organized, prioritize effectively, listen well, collaborate in a team-focused environment, and deliver results.
Responsibilities
- Provide administrative and client support in partnership with trust officers and internal partners.
- Participate in the efficient administration of trust accounts where the bank acts as trustee, agent, or custodian.
- Provide high-level customer service to clients and beneficiaries relating to trust accounts.
- Collect and interpret data to produce reports, participate in special projects, and prepare correspondence and other documentation as needed.
- Assist with account administration in compliance with legal requirements and monitor risk within designated authority levels.
- Proactively identify potential problems, compliance issues, or fraud to support client satisfaction and encourage retention and expansion of client relationships.
- Use knowledge of related products and services to help identify opportunities or make referrals as appropriate.
- Meet KYC, AML, and other procedural, corporate, and regulatory compliance standards.
Benefits
- Healthcare (medical, dental, and vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation, from 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
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
