Senior Personal Trust Assistant

4-7 years Banking or office/administrative or paralegal. Required
Less than 2 years Trust and investment. Required
Associate’s Degree in Business, Finance, Accounting, or Paralegal Studies or equivalent combination of education and experience. Required

Provide general administrative and sales support to Relationship Managers and management.
Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues.
Coordinate all aspects of daily account administration for personal trust and agency clients.
Work directly with Personal Trust customers in partnership with Relationship Managers and internal business partners to answer complex questions and solve operational issues while providing superior customer service.
Use online deposit and trust systems to obtain vital client information to include but not limited to: opening and closing accounts, overseeing account distribution, documentation of discretionary payments and account reviews, and cash processing (bill payment, ACH, wires, etc); as well as performing various other service requests.
Review and interpret trust documents to ensure compliance with the document’s provisions and fiduciary guidelines and laws; reviews list of assets in order to determine if any risk issues exist.