Minimum Requirements

Required Education:

High School Diploma.

Required Experience:

2+ years of job specific experience.

Required Skills & Abilities:

• Excellent oral, written and interpersonal communication skills to effectively interact with internal and external customers.
• Working knowledge of Microsoft Office and its related applications.
• Ability to perform multiple task at the same time, while maintaining attention to detail and meeting deadlines.
• Ability to learn and become proficient with all department related databases.
• Basic understanding of accounting terms, concepts and formulas.

Job Description

Job Summary:

Under direct supervision, performs various clerical tasks related to the administration and record keeping of personal trust accounts or qualified retirement plans. Provides administrative support to the sales teams. Maintains information database systems and other routine reports for management review and decision making. Responds to trust business related customer/client or field questions and inquiries. A Trust Specialist II may perform any combination of the duties listed below:

Job Duties and Responsibilities:

• Uses knowledge gained through job specific experience is responsible for reviewing account and asset documentation, business transactions or system data to response to inquiries and/or provide information as requested.. May assist with the effective and efficient administration of retirement benefit plans. May be assigned specific accounts, regions, clients or field agents to support.
• Processes and/or coordinate daily activities and transactions necessary for the efficient administration of trust accounts or retirement benefit plans. This includes but is not limited to setting up; auditing and closing accounts; researching account information for field teams; maintaining multiple lists of active accounts and leads; responding to internal and external about the services and products provided by the department.
• Communicates with internal and external customers regarding outstanding requirements/issues and transactions; works with stakeholders to resolve problems related to internal department transactions and processes. Provides problem resolution assistance to junior team members on escalated issues. Within SOP guidelines identifies the appropriate course of action to ensure the prompt and effective response.
• Maintains account files, activity logs, statistics, and reports as necessary. Collects and organizes data, and prepares reports for management, field or customer review. Works with the systems administration teams to ensure data accuracy , integrity and confidentiality is maintained. May serve on department or division project teams addressing process and system related issues.
• May be required to maintain effective working relationships with system or servicing third party vendors; acting as a liaison facilitating the prompt resolution of system issues and other service support issues.
• Maintains a library of automated or manual files that proves a quick reference library for customer, vendor, account, and transaction information. Ensures data is maintained in accordance with document retention requirements and distribution is based on the need to know and authorizes level of access.
• Provides general administrative support within the department as needed.
• 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.
• Perform 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.