Description

Position Purpose Responsible for performing client service and administration for an assigned group of trust and investment management clients in the Trust Department. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.

What you’ll do

• Administer fiduciary accounts as directed by governing documents.
• Prepare distribution requests. 
• Prepare for and participate in Trust Committee meetings.
• Work tactfully and professionally with account owners, beneficiaries, and other clients.
• Perform annual regulatory reviews.
• Open and close accounts
• Prepare requests for investment transfers or trades.
• Prepare and submit court accountings, as required.
• Work directly with investment advisors to carry out investment objectives.
• Attend client calls and meetings.
• Interface with securities operations personnel
• Coordinate bill payment.
• Prepare system reports of financial information.
• Assist with audits.
• Calculate and collect management fees following approved fee schedules.
• Other duties in the Trust Department, as assigned.

Requirements

Where you’ll shine

• Minimum bachelor’s degree
• CTFA or equivalent experience a plus
• Prefer minimum of 3 years of related experience or degree in trust administration subject matter.
• Superior verbal and written communication skills
• Accuracy and transparency 
• Careful reading skills
• Strong attention to detail while maintaining timeliness and efficiency
• Adherence to policies, procedures, and regulations
• High degree of privacy and confidentiality
• Willingness to work in a team environment with a helpful attitude.
• Trust experience or law degree required.

Where we shine

• Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off and 401(k) plan
• Supporting employees and their families; we embrace the importance of caring for oneself and our families.
• Surrounding ourselves with smart, driven, and diverse individuals
• Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
• Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employee’s value
• Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value.

Working Conditions:

Requires occasional attendance after normal working hours. Business travel may be necessary to meet with vendors, customers and attend training opportunities.

EEO M/F/V/D