Trust Associate

Primary Purpose

We are seeking a detail-oriented and client-focused Trust Associate, to support our Trust Administration team. This role serves as a key point of contact for clients while providing administrative and operational support to Trust Officers. The ideal candidate enjoys working with people, managing details, and contributing to a collaborative environment where client service is the top priority.

What This Role Looks Like

This position supports the day-to-day administration of trust accounts and client relationships. You will work closely with Trust Officers to assist with client service, account administration, documentation management, meeting preparation, and trust operations. Success in this role requires strong organizational skills, attention to detail, professionalism, and a commitment to delivering a high-quality client experience.

Responsibilities

• Client Service & Relationship Support
• Welcome and assist clients in person and by phone, determining needs and directing inquiries appropriately
• Respond professionally and promptly to client questions and concerns
• Support Trust Officers with client communications and ongoing relationship management
• Aid in client meeting preparation, scheduling, account data gathering, and presentation materials
• Maintain confidentiality when handling sensitive client and account information
• Trust Administration & Operations
• Assist with new account onboarding and account terminations
• Understand fiduciary concepts and support proper trust account administration
• Utilize trust accounting systems to enter and maintain transactions accurately and timely
• Aid in trust distributions, account maintenance, and operational activities
• Support officers with tax-related matters, including reports, returns, payments, and client communications
• Cook up with internal teams and external professionals as needed
• Administrative & Team Support
• Maintain client files, correspondence, and records in appropriate physical and electronic locations
• Perform administrative duties including scanning, filing, photocopying, and document management
• Schedule meetings and coordinate logistics
• Maintain accurate documentation and reporting records
• Aid in special projects and process improvements
• Support team priorities and contribute wherever needed to ensure exceptional client service

Qualifications & Skills

• Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field preferred
• Three to five years of financial services, banking, trust administration, wealth management, or related experience preferred
• Experience in trust administration, investments, or wealth management is a plus
• Strong organizational and time management skills
• Exceptional attention to detail and accuracy
• Excellent written and verbal communication skills
• Strong client service orientation and professional demeanor
• Able to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office Suite
• Experience with trust accounting systems or financial software is a plus