Trust Specialist

About the role

Do you want to work with a team that provides opportunities for growth and continual learning? Do you possess a balance of people skills and detail orientation? If so, our Trust Specialist role may be for you. In this supportive role, you will learn the fundamentals of trust administration while helping to carry out the financial goals of our clients.

Responsibilities

• Support Trust Officers with the administration of complex trust, estate, and investment accounts.
• Manage daily cash flow and bill payment functions for assigned accounts.
• Forecast client cash needs and provide estimates of liquidity needed to Trust Officers.
• Ensure transactions and activities are compliant with governing document, applicable laws and department policy.
• Support account onboarding and closing processes, update trust accounting system, and perform routine file maintenance.
• Perform research in response to customer inquiries, recommend strategies for problem resolution to Trust Officers and implement changes as needed.
• Support client relationships and develop a thorough understanding of client needs.

Requirements

At least two years of experience in an administrative support role or trust administration role
Interested in gaining skills for a career in finance and trust administration
Associate's degree in accounting, business administration, math, finance, or related field or equivalent experience
Detail oriented, with strong administrative and organizational skills
Strong communicator, and enjoy working as part of a team

Benefits

The hiring range for this position is $26.00 to $33.00 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills. In addition, we offer sick, vacation, and personal time, competitive health insurance, 401k match and discretionary profit-sharing contribution, and financial program discounts.