Trust Administrator 2

Trust Administrator 2 provides administrative and operational support to assigned Trust Advisor/Relationship Manager(s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management.

Requirements

• Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.
• Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts.
• Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.
• Identifies opportunities to enhance client experience through independent identification of account issues.
• Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).
• Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.
• Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.
• Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.
• Monitor cash levels for assigned client accounts.
• Review transactions to identify errant transactions and ensure proper postings.
• Support departmental projects on an as needed basis.
• Analyze trust/financial information, react accordingly and prioritizes as appropriate.
• Keeps current with all laws and regulations applicable to primary Trust function.
• May serve as backup to other Wealth Management Administrative Assistants as needed.
• All duties require an awareness and adherence to policies/procedures and compliance requirements

Benefits

• Retirement Plan
• 401k Matching