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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Trusts and Estates
Min 5 yrs required
Trust Admin Officer II The candidate performs service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers etc. Perform general administrative duties such as typing, filing and copying. Secondary responsibilities include the potential identification of new business opportunities from existing book of business. Non-licensed associate. BS/ BA degree is required. Proven experience working and performing at high level in a fast paced team environment is needed. Experience in personal financial services, preferably in fiduciary wealth management environment is essential. Strong clerical/administrative experience (Word, Excel, PowerPoint) is needed.
Job number: 18041793
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