Trust Officer, Client Services Associate

Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships.

Duties & Responsibilities

Duties will include, but are not limited to the following:

Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) on a daily basis. Responds to their requests and works with them to resolve issues and meet their needs

Prepare and process cash contributions and distributions upon receipt of appropriate documentation

Facilitate stock transfers for gifting

Filing, copying, scanning and faxing

Utilize the UNITY platform for administrative services, account maintenance, and the creation of administrative reports

Process IRA and ERISA distributions.

Work with Senior Trust Officer to monitor cash positions in accounts on a daily basis and resolve any overdrafts

Maintaining administrative account files electronically through CRM

Organization of documents and correspondence

Complete special projects as requested

Support the Senior Trust Officers in all other aspects of trust administration

Other duties as assigned

Selection Criteria

1-2 years of experience in client services

Bachelor’s Degree or equivalent work experience

Highly effective written and oral communication skills

Attention to detail, strong organization skills, with the ability to maintain legal documents

General knowledge of investment products

Problem solving skills

Ability to follow through on projects in a timely manner

Proficiency and experience using MS Word, Excel

UNITY and FIS Accounting system experience preferred, but not required

Equal Opportunity Employer / Veterans / Disabled

BFS7501