Position Title: Trust Associate

Reports To: Trust Manager

General Purpose: Provides administrative support on fiduciary accounts with a focus on irrevocable trusts and estate administration.  

Responsibilities:

• Assist Trust Officers with the administration of trusts, investment management accounts and estate settlement.
• Gathers and maintains required documents and ensures files are complete.
• Works in partnership with operations and trust officers.
• Research and respond to client inquiries.
• Prepare client material and attend client meetings.
• Complete account administrative reviews.
• Communicate and meet with trust beneficiaries regarding discretionary distributions.
• Takes ownership of projects as needed.
• Other duties as assigned.

Qualifications

Education/Experience

• Bachelor’s degree in finance, Accounting, or Business required.
• Trust experience preferred.

Skills

• Demonstrates good customer service.
• Strong analytical skills.
• Effectively work as a team member and independently.
• Proficient in verbal and written communication skills.
• Excellent attention to detail.