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Assistant Trust Officer

2 months ago

Milwaukee, United States Capital First Trust Company Full time
Job DescriptionJob Description

Assistant Trust Officer


Provides day-to-day administrative support for all aspects of trust administration under the guidance and direction of the Trust Officers.



Role Responsibilities


  • Assist Trust Officers in all aspects of trust administration as directed by the Trust Officer including, but not limited to:
    • Prompt response to client distribution requests.
    • Processing distributions of cash and assets on the trust accounting system.
    • Setting up new trust accounts - drafting letters, preparing customer welcome packets, initial trust distributions and other trust installation tasks.
  • Assist in the preparation of court accountings under the supervision of a Trust Officer.
  • Prepare Trust Committee reports and minutes.
  • Complete necessary filing and maintain client files.
  • Preparation of client related documentation for account terminations, personal caregiver applications, etc.
  • Assist Trust Officers in the distribution of trust tax returns.
  • Support Senior Trust Officers by servicing and maintaining existing relationships.
  • Manage compliance functions as assigned including supervising the work of Trust Administrators
  • Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
  • Provide coverage for Trust Officers as necessary.

Competencies


Communication Skills

  • Use professional oral and written skills to project a positive image of the Company.
  • Interact professionally with clients and associates at all times.
  • Possess excellent verbal, written and interpersonal communication skills.
  • Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

  • Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
  • Proficiency using Microsoft Office Suite of applications.
  • Skilled with trust accounting software.
  • Able to understand and follow company policies regarding information security, including password, multi-factor authentication, and remote access use.
  • Demonstrate strong trust knowledge and extensive knowledge of CFTC's trust administration processes and procedures.


Organization

  • Good time management skills.
  • Attention to detail and accuracy.

  • Ability to manage the stress of competing priorities and supervising people.
  • Work effectively without continuous and direct supervision or guidance
  • Regularly update client interactions in CRM database.

Judgment

  • Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.
  • Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
  • Able to identify common attempts at information security scams, like email phishing.
  • Swiftly refer problems/issues to the appropriate person(s) when necessary.
  • Demonstrate visible commitment to the Company's strategy and guiding principles.
  • Provide input to officers and management regarding process enhancement.


Role Qualifications


  • Bachelor's degree or 4+ years of relevant trust administration experience.
  • Experience working in the financial services industry or trust administration.
  • A minimum of 18 months' administrative experience in an office setting.
  • Courteous and positive attitude.
  • Professional appearance.