Trust Administration Specialist I/II

Responsibilities

• Acts as liaison between Sales and Relationship Officers, Trust Administration Officers, and other Trust Services Group (TSG) internal support units (Trust Operations) by researching/responding to/processing transactions and other requests.
• Oversees daily operational activities for accounts and provides the highest level of customer service to internal partners, clients, and other professionals related to these accounts.
• Completes system updates as requested.
• Provides seasonal administrative support to trust tax department.
• Collaborates closely with Relationship Managers and Trust Administration Officers as required and assists in recognizing issues and errors, researching and resolving issues, and following through to ensure client/internal partner satisfaction and to prevent recurrence.
• Assists in preparing annual account administrative reviews of all assigned accounts for compliance with governing document requirements and bank and departmental policies and procedures.
• Actively ensures compliance with all TSG Policies and Procedures, the Code of Business Conduct & Ethics and all applicable laws and regulations, information security and suspicious activity reporting requirements.
• Maintains knowledge and understanding of bank policies and procedures, federal laws and regulations, etc., by attending and participating in Personal Trust and Institutional Services periodic meetings and through the use of business procedures, policies, and bank systems such as RegU and Blueflash.
• Participates in required corporate and business line training in these areas.
• Serves as lead to other specialists and backup to supervisor when unavailable.
• Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent work experience.
• Minimum 1 - 2 years related work experience for a trust company, law firm, etc. or equivalent work experience.
• Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel and PowerPoint) or similar software.
• Knowledge of or ability to use banking-related software such as PC Mobius, Metavante, Advantage and BLUE360.
• Uses initiative to work in a demanding environment that requires a self-starter. Able to adapt quickly and willingly embrace change.
• Excellent verbal, written and interpersonal communication skills.
• Able to work independently. Must have well developed analytical and problem solving skills.