Trust Relationship Specialist
Core
Provides general and clerical administrative support to the trust department, handling account inquiries, transactions, and documentation.
Role type
Administrative Specialist (Trust Department)
Builds
Trust account documentation, transaction processing, client communication
Domain
Banking / Trust Administration
Deliverable
product features
Required skills
Trust administration experience, complex transaction processing, account monitoring, regulatory compliance adherence, research on tax and asset transfer issues, time tracking
Preferred skills
Bachelor's degree in business, deep understanding of trust office processes
Technologies
Word processing, databases, spreadsheets, PowerPoint
Responsibilities
Respond to routine customer and internal account inquiries; Communicate with clients regarding account openings, closings, and asset transfers; Create and maintain account documentation; Process complex Trust transactions; Perform standard account monitoring and notify leadership of overdrafts; Forecast client cash needs; Assist less experienced Specialists
Seniority
Mid-level, hands-on IC