GENERAL DESCRIPTION:

This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships.

KEY ACCOUNTABILITIES:

• Will perform daily activities related to the administration and maintenance of personal trust, investment management and probate relationships.
• Respond timely to client inquiries and complete special projects for clients as necessary.
• Prepare necessary documents to open and maintain account compliance.
• Develop and maintain relationships with attorneys.
• Work with Investment Officer to provide appropriate investment services for clients.
• Depending on experience and ability, other responsibilities and titles may come with the position.
• Sales responsibilities depending on final title.

POSITION REQUIREMENTS:

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Capability to write reports, business correspondence, and procedure manuals.
• Experience in effectively presenting information and responding to questions from groups of managers, clients, customers, and the public.
• Skill to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Need to be able to understand investment and estate planning principals.
• Understand and can use Microsoft Excel and Microsoft Word.
• Bachelor’s degree from four-year college or university and four to six years of related experience and/or training, or equivalent combination of education and experience required.
• Must have a valid Driver’s License in order to meet with Trust clients outside of the Downtown office when required.