Trust Administrator

Job Function / Summary

The Trust Administrator 2 provides administrative and operational support to assigned Trust Advisors/Relationship Managers by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing procedures, and facilitation of the transfer of funds. The position also assists and supports Trust Advisors/Relationship Managers with more complex relationships and in business development activities.

Essential Duties & Responsibilities

• Serves as the administrative contact for clients and third-party providers in the servicing of client accounts and relationships.
• Provide superior client service in responding to inbound calls from clients and resolving inquiries or requests related to their accounts. Assume ownership of issues and deliver proper follow-up.
• Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.
• Identifies opportunities to enhance client experience through independent identification of account issues.
• Aid Trust Advisors/Relationship Managers in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).
• Cook with Trust Advisors/Relationship Managers to complete assigned account administrative reviews and timely exception remediation.
• Prepare discretionary requests, with required documentation for Trust Advisors/Relationship Manager review.
• Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.
• Maintain cash levels for assigned client accounts.
• Review transactions to identify errant transactions and ensure proper postings.
• Support departmental projects on an as needed basis.
• Analyze trust/financial information, react accordingly and prioritize as appropriate.
• Keep current with all laws and regulations applicable to primary Trust function.
• May serve as backup to other Wealth Management Administrative Assistants as needed.

Supervisory Responsibilities

None

Minimum Required Education, Experience & Knowledge

• High School diploma or GED required.
• Bachelor's degree in Business, Finance, or Accounting strongly preferred.
• Requires 4 years of related experience preferably in one or more of the following: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis.
• An equivalent combination of education and related experience or training may be considered.
• Duties are varied and complex and necessitate use of excellent judgement and analytical skills.
• Basic knowledge and understanding of banking industry and Trust administration and operations required.
• Proficiency with Microsoft Office applications; basic Excel and Word skills required.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform the essential job functions.
• Read and interpret a document if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.