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Years of Experience
Date Last Verified
ProfilePersonal Trust Administrator II Duties: Performs daily activities related to the administration and maintenance of personal trust, investment management and probate relationships. Responds to client inquiries and completes special projects for clients as necessary. Prepares necessary documents to open and maintain account compliance. Includes personal sales activity. Works closely with administrative assistant to provide streamlined customer service delivery. Daily account maintenance and administration. Daily response to customer inquiries. Daily completion of special projects. Weekly completion of necessary documents relating to compliance. Weekly review and follow-up of sales activities. Daily communication with clients and advisors. Other duties as assigned.
Qualification and Experience
Qualifications: Advanced degree or certification such as JD Degree, CTFA, MBA or CPA preferred. Two or four year college degree required and 5 years of experience or equivalent combination of education and experience. 5+ years personal trust experience preferred. Familiarity with legal fiduciary responsibilities. Familiarity with account compliance responsibilities. Ability to process detail work accurately and timely. Communicate effectively both orally and in writing. Ability to follow written and oral instructions. Basic computer skills: bank system and PC.