Trust Associate

Duties

• Monitoring and scheduling client review meetings
• Preparing essential paperwork for client transactions
• Processing client requests
• Account research to solve problems
• Facilitating and following through with actionable solutions

Success

• The ability to organize, prioritize, and manage multiple tasks
• Often under strict deadlines, frequent interruptions, and changing priorities

Provide Administrative Support

• Interactive use of the AddVantage trust accounting system and Fidelity custodial system
• Communicate and provide daily assistance with client matters and accounts
• Perform various support duties such as: answering phones, copying documents, daily remittances/receipts processing
• Facilitate special projects assigned by Department Manager