Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
Trust Admin Officer II The candidate will be performing service and fulfillment activities to meet trust client needs and expectations within the firm's group. Will provide 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. Performs administrative duties such as typing, filing, copying, etc. Secondary responsibility for identifying new business opportunities from existing book of business. Non-licensed associate. Must have the ability to perform at a high level in a fast paced team environment Must have direct experience in personal financial services, preferably in fiduciary wealth management environment. Must have strong clerical/administrative experience (Word, Excel, Powerpoint). Must be able to work with high demanding Private Client Associates. BS/ BA degree, paralegal or relevant legal and/or trust administrative experience is desired.
Job number: 18046594
Company infoHiring Coordinator