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Years of Experience
Date Last Verified
Trust Administrator The candidate will assist designated Trust Officer(s) in the servicing of client accounts, and participate in Department activities and projects, as needed. Will assist clients in person, via telephone and email with any ongoing client service activities including requests for, or changes to, account information and CTC services, as authorized. Process requests for cash disbursements, statements or tax information, web access support, questions on statements, and other client service-related inquiries. Administrator will be included in select meetings with clients. Assist Trust Officer(s) in the preparation of reports for client meetings. Cover for assigned officer(s) while they are unavailable, in meetings or out of the office to provide continuous service to clients or other related parties. Document calls and requests, process correspondence and keep officers informed of client communications and requests. Process opening of new accounts through completion of required checklist with input by Trust Officers and Operations staff. Ensure that account paperwork is in good order and imaged. Accuracy and attention to details are crucial. Process the timely closing of accounts, including appropriate distribution of cash and completion of required checklist. Communicate ongoing updates on status and completion to Trust Officer(s). Oversee set-up of new clients on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. Responsible for set-up and maintenance of all account and client information on trust accounting system. Oversee proper coding of disbursements, deliveries, and receipts on the system and prepare related forms and documentation according to established procedures and policies. Participate in required annual reviews of Trust Officer(s)â€™ accounts (Administrative Reviews and Principal and Income Reviews), initiating process and preparation of review forms, for completion and approval by Trust Officer(s). Administrator will support Trust Officer(s) with their specialized responsibilities in administering trusts. Ensure documentation of all pertinent activities. Draft letters, memoranda, spreadsheets and other documents for Trust Officer(s), and for delivery to the client, where appropriate. File and image all relevant materials timely and accurately Cover office, support Trust Administrator duties for other Administrators, and phones for designated personnel as needed. Participate in assigned general duties for the Department. Anticipate the needs of the Trust Officer(s) and provide superior support. Participate in Trust Administrator meetings with Operations, Tax and Administration to keep current on procedures, resolve issues, and help to improve workflow and team relations.
Qualification and Experience
The candidate should have Bachelorâ€™s degree. Must have 2+ years of experience in financial services, or a paralegal background. Excellent communication, both verbal and written, including proper business letter and email writing skills required. Proven analytical and decision-making experience with effective problem resolution is required. Must have strong computer skills, including MS Office products: Word, Excel, PowerPoint.
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