Trust Senior Associate

Responsibilities

• Serves as a trust product expert, helping to identify opportunities for expanded product penetration in existing books of business, and supporting administrative client account/relationship servicing.
• Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions.
• Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates.
• Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed.
• Collaborates with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts.

Qualifications

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service.
• Direct experience supporting advisors and client relationships within Wealth Management, Private Banking, Trust Services, or a related financial services environment is strongly desired.
• Working knowledge of trust administration principles and fiduciary client servicing activities preferred.
• BS/BA degree in Business, Finance, Economics or Law desired.