Trust Administrative Associate

Job TitlePrepares new account opening paperwork for compliance & acceptance, coordinates collection, distribution, & other transfers of assets, including payments to & on behalf of clients, & generally performs all administrative duties associated with asset management, trust, & custody & estate accounts. Provide documentation & account information required by personnel in operations, administration, & tax areas to perform their necessary functions. Communicates with prior trustees/custodians/agents to ensure transferring assets are received in a timely fashion. Has direct client contact in a support role. Responsible for providing exceptional client service & will work closely with other members of the Trust & Asset Management Department to build profitable long-term relationships & a high level of customer satisfaction.Essential Job Functions & Responsibilities:Assists Wealth Management Officers with client servicing function.Monitors the resolution of client service issues.Prepare client communications as needed.Responds to routine requests from clients regarding their accounts.In absence of Wealth Management Officer, provides primary contact with clients.Coordinates client bill payment, if requested by client.Coordinates on demand & distribution requests, future dated or recurring distribution requests with Operations.Coordinates with operations team to schedule retirement distributions.Tax Coordination both internally & externally to ensure tax preparation is completed for agency, fiduciary & paid preparers.Follow up coordination to ensure amounts due & quarterly tax estimates are submitted appropriately & in a timely fashion.Assists clients with online account access issues.Works with CC5 retail & operations to provide full customer service to client.Collaborates with colleagues in WMS & outside vendors regarding the client experience.Works cooperatively with other members of WMS & is willing to extend themselves beyond the general demands of the position.Exhibits an ongoing concern for the business success of the organization as a whole.Provides any support necessary to promote & facilitate the acquisition of new customers for the Bank.Operational Functions:Interacts with colleagues in Trust & Asset Management Department as well as external contacts, such as accountants, attorneys, clients & beneficiaries.Assists by gathering & providing account opening documentation for new accounts to be opened on various systems, initiates & coordinates all administrative duties associated with new & existing trust, estate, asset management & custody accounts.Verifies account set-up & service for accuracy & completeness; researches problems & prepares corrections related to set-up.Communicates with appropriate internal & external personnel to ensure account information is processed within scheduled timeframes; researches & resolves any discrepancies.Education & Certifications:Bachelor's Degree (or equivalent). Additional coursework in trusts a plus & may be required as professional development.Notary PublicKnowledge, Skills & Abilities:At least two years experience in trust or fiduciary administration is desirable.An understanding of probate, estates, trusts, & tax law, as well as basic accounting principles is highly desirable.Knowledge of trust operations system capabilities is desired.Commitment to continuing education.Interpersonal skills, with the ability to work on & prioritize multiple tasks & projects at one time & work independently with superior attention to detail.Along with analytical, decision making & communication skills, the position requires personal work habits & attitudes that enhance the overall professional dimension of our organization & contribute directly to successful job performance.Knowledge of Bank products & services.