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Required Education: Bachelor's Degree
Required Experience: 2+ years job-related experience
Required Skills & Abilities:
Knowledge of trust products, trust accounting procedures and investments
Excellent interpersonal and communication skills
Develops new trust accounts, services existing trust accounts and performs the trust accounting function for accounts under responsibility (those with low risk and complexity). Purchases and sells various investment instruments on behalf of customers.
Job Duties and Responsibilities:
Develops new Trust business concentrating on both additional trust assets and income.
Provides advice in areas of personal trust, estate and tax planning, private banking and investments.
Serves as the primary point of contact for customers for any of their financial services needs. Coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel and clients.
Services existing trust accounts by communicating with grantors and beneficiaries to determine that trust agreements are being carried out as intended.
Performs trust accounting functions for accounts for which he/she is administrative officer. This will include but may not be limited to, daily deposits and disbursements, preparation of tax information, billing of trust fees and preparing various internal and external reports.
May attend Trust Committee meetings. Provides account reviews, makes investment recommendations where necessary, and carries out plans as set forth by the Trust Committee.
Adheres to and maintains knowledge of all Company Trust Company written policies and procedures.
Is actively involved with the community, networking to identify new business development opportunities.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Performs other related duties as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Company is an Equal Opportunity Employer supporting diversity in the workplace.
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