Trust Clerk

Core Responsibilities

• Execute and track daily transactions, including deposits, distributions, wire transfers, and bill payments.
• Maintain fiduciary account records, ensuring account documents and customer details are updated accurately in the system.
• Act as a liaison between trust, internal partners, and clients, handling phone and in-person inquiries.
• Afford assistance in verifying that trust activities meet internal controls and legal/tax regulatory requirements.
• Prepare operational reports, balance daily accounts, and generate statements for management and clients.

Typical Qualifications

• Education: Associate or bachelor's degree in finance, business, or a related field (or equivalent experience).
• Experience: 1-3 years in banking, trust operations, stock transfer -reorganization or a professional financial services environment.
• Skills: Strong proficiency with MS Excel, high attention to detail for handling transactions, and excellent organizational skills.