CW Trust Specialist-1

About the role

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key responsibilities and duties

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure that they are in compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Requirements

• University (Degree) Preferred
• 3+ Years Required; 5+ Years Preferred
• Physical Requirements: Sedentary Work
• Career Level: 7IC

Schedule and pay

• Start Date: 07-Sep-2026
• End Date: 07-Sep-2027
• Travel Required: No
• This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
• Anticipated term of engagement: 12 months (could be extended based on company business needs).
• Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.