What are the responsibilities and job description for the Trust Client Associate I position at Country Club Bank?
Trust Client Associate IJob Function : Assists Trust Administrators and Financial Planners in virtually all aspects of account administration including customer communications and relationship management. Interface with Trust Operations in completion of account administration tasks.Essential Duties and Responsibilities : Daily functions as assigned including completion of documentation for account maintenance in trust accounting system, bill payment, disbursement management, and asset transfers.Client service including answering telephone as primary or secondary, taking messages, and assisting client when able to do so.Assistance with preparation of discretionary distribution requests, IRA withdrawals, and other internal account tasks via Sharepoint, Docusign, and other systems.Other tasks as assigned from time to time by supervisor or other member of managementJob Qualifications / Required Skills and Abilities : College degree preferredPrefer 3 years experience in financial services industry focusing on client service or operational functions.Superior communications skills, with the ability to communicate effectively and professionally at all levels of the organizationExhibits a high degree of professionalismMaintain high degree of confidentiality and integrityExcellent follow through and time management skills with strong attention to detailExcellent organizational skills with ability to multi-task and problem solveProficient in Microsoft Office applications (i.e. Word, Excel, Outlook)Must possess a can-do customer-service attitude / philosophyPrevious work with TrustDesk, Sharepoint, and Docusign highly valued Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
