Sr Trust Client Assistant
2 weeks ago
Comerica is a leading provider of trust and fiduciary services in the U.S and offers a wide range of products and services to meet the fiduciary needs of our clients.
The Trust Client Assistant Sr.plays a vital role on the team, by serving as a support system for our Private Wealth Trust Advisors and their books of business.
As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor(s), our clients, and other internal business partners to complete routine and non-routine administrative tasks.
Position CompetenciesSuccessful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.
Position Responsibilities:
- Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions.
- Prepares reports required for annual account reviews.
- Performs data entry which includes check writing, ACH set-up, and account information editing.
- Accesses statements, account data, and tax reports from various proprietary data bases.
- On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information.
- Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives.
- Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions.
- Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving.
- Must be able to acquire basic understanding of trust agreements/documents.
Position Qualifications:
- High School diploma or GED
- 2 years of experience in written and verbal communications with all levels of staff and clients
- 1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning)
8:00am - 5:00pm Monday - Friday
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
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