Job Summary
This position is responsible for overseeing trust accounts and daily financial transactions while providing essential support to Trust Advisors and Relationship Managers. The role emphasizes delivering prompt client service, addressing account-related issues, and liaising with external professionals to ensure a seamless experience.
Responsibilities
- Administer trust accounts and manage daily transactions.
- Offer support to Trust Advisors and Relationship Managers.
- Provide timely and effective client service while resolving account-related challenges.
- Coordinate with external professionals as needed.
- Maintain appropriate documentation and reporting for accounts.
- Assist in compliance and risk control measures.
- Resolve complex operational and system issues as they arise.
- Contribute to team processes and various projects.
Qualifications
- A bachelor’s degree in Business Administration, Finance, Accounting, or a similar discipline.
- A minimum of 10 years of relevant experience in trust operations, banking, or a comparable field.
- Possession of strong knowledge regarding trust documents, products, services, regulations, and compliance standards.
- Excellent analytical and organizational abilities.
- Strong communication and client-service skills.
