Senior Wealth Specialist/Trust Assistant

Essential Duties And Responsibilities

• Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
• If supporting Private Wealth, assists with medium to high complexity of private wealth accounts.
• If supporting Institutional wealth, assists with medium to high complexity of corporate, institutional, or governmental accounts.
• Affords assistance in the preparation of correspondence, client reports, and reports directly to other areas within the bank.
• Maintains and updates client records according to policy and procedure, either electronically or in hard copy.
• Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
• Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and print client reports.
• Ensures compliance with policies, procedures, and regulations, high-level customer satisfaction maintenance, and other duties as requested.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
• Ability to write simple-to-business correspondence and routine reports.

Education And/or Experience

• HS Diploma/GED
• Four to Six years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.

Specialized Training

• None

Computer Skills

• MS Office programs

Certificates, Licenses, Registrations

• None

Other Qualifications (including Physical Requirements)

• Must have good oral and written communication skills.