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Private Bank, Company Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
Private Bank is part of the Global Wealth and Investment Management unit of Company, N.A., which is a global leader in wealth management, private banking and retail brokerage. Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.
Trust Administrative Officer II
US Trust, Company Private Wealth Management
Primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations. 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 officers. Secondary responsibility for identifying new business opportunities from existing book of business.
2+ yrs experience in reading and interpreting trust/estate documents.
Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration.
Experience working with Excel, Word and Outlook.
Good communication and teamwork skills.
Ability to work independently in a multi-task environment.
Ability to take ownership for solving problems and to make sound decisions within area of responsibility.
Ability to work with urgency in responding to client requests, to develop personal rapport with clients, and to treat clients in a courteous and respectful manner.
Excel in organization and time management skills.
Experience working with PACE or another trust accounting system.
Bachelor's degree or equivalent work experience in trust administration field is preferred.
Shift:1st shift (United States of America)
Hours Per Week: 40
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