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 low to medium complexity of private wealth accounts.
• If supporting Institutional wealth, assists with low to medium 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 prints 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

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