Trust Relationship Specialist - Nashville, TN (Music Row)
Core
Provides general and clerical administrative support to the trust department, handling account inquiries, documentation, and basic transactions.
Role type
Administrative Specialist (Trust Department)
Builds
Trust account documentation and files
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Account documentation, basic trust transactions, account monitoring, regulatory compliance adherence, PowerPoint/Excel creation
Preferred skills
Bachelor's degree in business, 1 year of trust experience
Technologies
Word processing, databases, spreadsheets, PowerPoint
Responsibilities
Respond to routine customer and internal account inquiries, communicate with clients regarding account openings/closings/transfers, create and maintain account documentation, process basic trust transactions, perform standard account monitoring, adhere to regulatory requirements
Seniority
Entry-level / Individual Contributor
