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Trust Client Assistant Senior
Comerica
Wilmington, DE, United States
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Job Description
Trust Client Assistant, Senior
Supports Trust Advisor by providing operational and accounting support for trust clients utilizing various routine and non-routine administrative functions.
Position Competencies
Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.
Position Responsibilities
• Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions.
• Prepares reports required for annual account reviews.
• Performs data entry which includes check writing, ACH set-up, and account information editing.
• Accesses statements, account data, and tax reports from various proprietary data bases.
• On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information.
• Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives.
• Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions.
• Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving.
• Must be able to acquire basic understanding of trust agreements/documents.
Relocation
Relocation assistance is not provided for this position.
Travel
Travel is not required of this position.
Qualifications
*High School diploma or GED
*1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning)
*2 years of experience in written and verbal communications with all levels of staff and clients