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Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Responsible for supporting the coordinated delivery of personal trust administration and investment portfolio management to a challenging and sensitive portfolio of affluent clients. Provide administrative support to Trust Advisors and/or Investment Managers. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Participate in onboarding new teammates and training
• Lead with special projects for Wealth Region Support Leader/Fiduciary Group Support Leader
• Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions
• Enter and maintain appropriate client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains appropriate documentation of client transactions
• Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations
• Respond to client requests for information and assistance within appropriate level of authority
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
• Continually render extraordinarily responsive and personal service to our Wealth Clients

QUALIFICATIONS

Required Qualifications:

• 7+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
• Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate
• Demonstrate strong knowledge of bank policy and procedures
• Strong problem solving skills
• Contributes to a positive team environment that fosters cooperation, trust and group identity
• Excellent interpersonal and relationship management skills
• Excellent oral and written communication skills
• Exemplary customer service and professional etiquette skills

Preferred Qualifications:

• Undergraduate degree
• Certified Financial Trust Advisor (CFTA)

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