Sr Trust Client Assistant

3 weeks ago


Denver, Colorado, United States Comerica Management Co Inc. Full time
Trust Client Assistant, Senior
Our Strategic Alliance is a professional collaboration between two great
financial firms. Our alliance allows clients to take advantage of Comerica
Bank & Trust, N.A.'s professional trust administration capabilities,
as well as the services of their Financial Advisor, delivered through a
customized, service-driven model. The Trust Client Assistant Sr. in
Comerica's Strategic Alliance plays a vital role in this model, by serving
as a support system for our Alliance Trust Advisors and their book of
business. As a Trust Client Assistant Sr., you will work directly with your
assigned Trust Advisor, our partnered Financial Advisors, and other
internal business partners to complete routine and non-routine administrative
t
Position Competencies
Successful 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
1 year of experience as a personal trust assistant or working in a related
environment (accounting, tax, investments, financial planning)
2 years of experience in written and verbal communications with all levels of
staff and clients
Denver Place
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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