Trust Associate

Main Responsibilities And Duties

• Support the Trust Administration team which handles a variety of fiduciary accounts and assuring a superior level of client service.
• Manage billing and cash collection.
• Process client transactions including cash disbursements, cash deposits and other transactions daily.
• Assist with requests for discretionary distributions, trust terminations, collection of tax information and clearing overdrafts.
• Assist in minute taking and preparation of materials for management committees.
• Adhere to the Company’s policies, procedures and controls as well as applicable regulatory standards.
• Maintain client service standards in all client communications.
• Provide account administrative services to JTC DE, operating subsidiaries, private label trust companies and other business channels as they develop.
• Support marketing efforts as needed.
• Respond to incoming calls, e-mails, mail and in-person requests.
• Attend meetings and prepare follow-up as needed.
• Set goals, prioritize and execute duties of the position.
• Manage documents, files and electronic information in an organized, efficient and secure manner.
• Interact with customers in a professional and pleasant manner.
• Represent company as a professional in appearance and manner.
• Communicate written and oral communication at the highest level of professionalism and integrity.
• Perform quality and quantity duties as expected for position.
• Complete company required training courses as assigned.

Essential Requirements

• A bachelor’s degree and/or have three years of trust related experience.
• A legal degree, accounting degree, or professional certification is highly desired.
• An understanding of estate planning, taxes and fiduciary law is preferred.
• A self-starter attitude, ability to work independently at a high level, and must be able to take initiative to ensure deadlines are met.
• Strong writing and verbal communication skills, time management, scheduling, organization, office skills, along with contributing to a team effort, are also necessary.
• Ability to multi-task is critical.