Wealth Management- Trust Associate
Core
Provides administrative and client support services for trust accounts where the bank acts as trustee, agent, or custodian.
Role type
Trust Associate (Administrative Support)
Builds
Trust account administration and client support
Domain
Banking / Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Trust servicing experience, KYC/AML compliance, regulatory reporting, data interpretation, correspondence composition, risk monitoring, fraud identification, product knowledge
Preferred skills
Trust administration systems proficiency, workflow management tools, analytical skills, problem-solving
Responsibilities
Administer trust accounts, provide high-level customer service, collect and interpret data for reports, compose documentation, monitor compliance and risk, identify fraud or compliance issues, assist in client retention and expansion