Wealth Management- Trust Associate

About the role

Responsible for providing a broad variety of administrative and client support services in partnership with trust officers and other internal partners. Participates in the efficient administration of trust accounts where the bank is acting as trustee, agent, or custodian. Provides high-level customer service to clients and beneficiaries relating to these accounts.

May collect and interpret data to produce reports; conduct or participate in special projects; and compose correspondence and other documentation as needed. Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels.

Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of client relationships. Knowledgeable about related products and services and may assist in identifying opportunities or making referrals as appropriate. Responsible for meeting KYC, AML, and all other procedural, corporate, and regulatory compliance standards.

Required Qualifications

• Five or more years of Trust Servicing experience or equivalent education
• High school diploma or equivalent

Desired Qualifications

• Knowledge of products, services, and solutions applicable to the target market segment
• Knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
• Knowledge of fiduciary services and compliance/regulatory reporting. Good knowledge of operations area and responsibilities
• Good analytical and problem-solving skills
• Effective verbal and written communication skills
• Strong customer service and relationship management skills
• Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications such as Word, Excel, and PowerPoint
• Proficiency with trust administration systems and workflow management tools preferred
• Demonstrated ability to work independently, show initiative, stay organized, prioritize effectively, listen well, collaborate in a team-focused environment, and deliver results

Additional information

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

• Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.
• That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.
• Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.