Description
:
1. In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients’ trust needs and expectations
2. Serve as an additional point of contact to clients and/or as backup for the Trust Officers
3. Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
4. Responsible for:
Complex party maintenance
Administrative Review (IM&T)
Transaction Processing and Management
Money Movement (Trust)
Specialized Fiduciary Transactions
Discretionary and action matters
UPIA, Equitable Adjustments and 65 Day Tax
Account Pay Service Provider
Generation Skipping Tax – Processing
Asset Transfer - complex
Administrative duties as required
Support initial review of IPS process
5. Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
6. Leverage experience and deep expertise especially with the most complex administrative trust needs to manage and/or execute client transactions
7. Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
8. Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
9. Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
10. Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Qualifications:
11. Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
12. Ability to successfully complete assessment of critical skills
13. BS/BA degree in Business, Finance, Economics or Law desired
14. Ability to obtain and maintain SAFE Act registration
Skills:
15. Active Listening
16. Adaptability
17. Attention to Detail
18. Emotional Intelligence
19. Prioritization
20. Collaboration
21. Critical Thinking
22. Decision Making
23. Oral Communications
24. Written Communications
25. Drives Engagement
26. Innovative Thinking
27. Mentoring
28. Networking
29. Problem Solving
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40