Personal Trust Associate

Summary

Seeking a motivated individual to provide comprehensive, client service, administrative, and operational support to a senior trust officer in the administration of trust, estate, and investment management accounts.

Responsibilities

• Participate in daily activities of operational support team and facilitate all client service needs.
• Act as a liaison between clients (including beneficiaries and co-trustees), Wealth Advisors, Portfolio Managers, and Operations.
• Initiate new account opening process through Centralized Client Services Team. Assist clients with required documentation.
• Perform account maintenance including but not limited to; funds disbursements, name/address changes, year-end charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, client directed trade orders, etc.
• Regular and proactive contact with clients regarding; new account documents, LOA’s, account updates, checks and wires, account performance, transfers, statement inquiries, research, fees, objective changes, portfolio market values, online access, etc.
• Monitor account activity including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc. by utilizing various in-house portfolio systems.
• Maintain account information and new business pipeline in Salesforce database.
• Maintain accurate and detailed client files.

Qualifications

• Undergraduate degree
• Minimum of 2-4 years of client service/support or related experience in the financial services industry
• Experience in trust or estate administration is a plus (but not required)
• Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
• Strong written and verbal communication skills, strong interpersonal and client servicing skills
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
• Proactive, detail-oriented and organized with strong follow-up skills
• Ability to adapt to a rapidly changing and fast paced business environment
• Ability to operate effectively and work under pressure with tight deadlines
• Problem-solving skills
• Team player and a desire to collaborate with others