Trust Service Administrator

Responsibilities

• Resolve, investigate and analyze simple to complex account inquiries and escalations.
• Complete processing and quality control responsibilities within deadlines.
• Maintain high quality metrics for assigned responsibilities.
• Aid teammates with various inquiries across client/role assignments.
• Flexibly adjust daily to address business needs.
• Act as a liaison between National Advisors Trust and external parties.
• Provide outstanding client service to internal and external clients.
• Effectively use technology and self-service to resolve internal and external inquiries.
• Maintain appropriate levels of confidentiality both internally and externally.

Requirements

• Compliance with BSA/AML/OFAC-related laws and regulations as applicable within the scope of this position.
• Prompt completion of required BSA/AML/OFAC training.

Qualifications

• Bank/Trust operations experience preferred.
• Financial services background preferred.
• Industry knowledge of stocks, bonds, mutual funds and unique assets, preferred.
• Motivated self-starter capable of working in a team environment.
• Proficiency in Microsoft Office applications.
• Bachelor's degree in Finance, Business, Accounting or related field; or equivalent work experience preferred.

Benefits

Professional, business setting.

Physical Requirements:

• Must be able to remain in a stationary position for prolonged periods of time.
• Occasionally moves about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
• Occasionally lifts objects that are 20 pounds to a height of 3-4 feet.