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Years of Experience
Date Last Verified
Trust Admin Officer I The candidate primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who 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.
Qualification and Experience
The candidate should have Bachelor’s Degree. Additional Legal, Paralegal and/or JD degree a plus. Fiduciary Education and Training is desired. Must have 1+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent). Technically proficient in fiduciary law, tax investments and administration.
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