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.

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).
• Coordinate with Trust Advisors/Relationship Managers to complete assigned account administrative reviews and timely exception remediation.
• Prepare discretionary requests, with required documentation for Trust Advisor/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.
• Ability to 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.