Wealth and Trust Associate

Responsibilities

• Handle requests and resolve issues for clients.
• Build long-term client relationships.
• Set up new accounts and prepare/upload new account documents.
• Manage document workflow for tax processing.
• Prepare and upload documentation for trust accounts.
• Create and maintain customer online trust profiles.
• Communicate with trust administrators regarding client needs.
• Facilitate employee retirement processes for managed retirement plans.
• Communicate with trust administrators regarding new account requirements and organizational needs.

Requirements

• 3 years trust or banking experience.
• Background in Finance, Accounting, or law (a plus).
• Reasonable math and accounting skills.
• Strong PC skills (proficient in MS Word, Excel, and PowerPoint).
• Knowledge of trust and general investment principles.
• Strong written and verbal communication skills.
• Ability to multi-task and handle complex requests.
• Patience working with a diverse client base.
• Ability to work independently and with limited supervision.
• Demonstrate energy, empathy, professionalism, and problem-solving skills.
• Collaborate with other support and operations departments.

Qualifications

• Minimum high school diploma; college degree a plus, but not required.

Benefits

Extraco provides excellent benefits and competitive compensation.

Pay

N/A

Schedule

N/A

Extraco is an Equal Opportunity Employer M/F/D/V.

We provide reasonable accommodation for persons with disabilities.

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