Trust Administration Officer
4 days ago
We are seeking a highly skilled Trust Administration Officer to join our team at City National Bank. As a Trust Administration Officer, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in the trust instrument.
Key Responsibilities- Administer personal trust accounts, including opening and maintaining estates, trusts, agency accounts, and guardianships.
- Develop and maintain relationships with clients to execute day-to-day administrative functions.
- Review and revise paperwork from sales teams, including agreements, fee schedules, transfer proxies, and receipt of assets.
- Analyze anticipated income to ensure sufficient cash is maintained to meet beneficiary distributions, bank fees, and trust bills.
- Obtain missing documents from clients and initiate annual administrative reviews of accounts.
- Produce and review tax reports for clients and intermediaries, research tax deficiency notices, and pay estimated taxes.
- Coordinate the setup, tracking, and monitoring of personal property inventory, including real estate, mineral, oil, and gas, intellectual properties, and special financial assets.
- Provide exceptional client service by responding to client and colleague inquiries by phone, email, and written communications.
- Bachelor's Degree or equivalent.
- Minimum 3 years of experience in personal trust required.
- Minimum 3 years of experience in a financial services organization required.
- Minimum 3 years of administrative/clerical experience required.
- Strong written and verbal communication skills.
- Ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data to identify opportunities and formulate conclusions and recommended actions.
City National Bank offers a competitive salary range of $48,559 - $77,559 per year, with the potential for bonus and/or commissions. We also offer a comprehensive benefits package and a dynamic work environment.
We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.
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