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 account requirements and organizational needs

Requirements

• 3 years trust or banking experience
• Experience in Finance, Accounting, or law is a plus
• Reasonable math and accounting skills
• Strong proficiency in MS Word, Excel, and PowerPoint
• Knowledge of trust and investment management
• 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
• Passion for excellence and willingness to provide back-up support

Qualifications

• Minimum high school diploma
• College degree preferred but not required

Benefits

Extraco provides excellent benefits and competitive compensation.

We are an Equal Opportunity Employer M/F/D/V.

We provide reasonable accommodation for persons with disabilities.

Pay

TBD

Schedule

TBD