Trust Client Services Associate
2 months ago
Responsibilities:
* Provide exceptional client service and support to Trust Wealth Advisors, Investment Advisors, and clients
* Assist with daily account maintenance, including account setup, maintenance, and closing
* Prepare and draft client communications, including letters and reports
* Assist with client presentations and meetings
* Anticipate and resolve client and Advisor needs in a timely and professional manner
* Maintain accurate and up-to-date records and files
* Perform other duties as assigned
Requirements:
* Proficient computer application skills in word processing and spreadsheets (Word, Excel)
* Self-motivated and dependable
* Ability to learn trust system and new technology
* Independent decision making ability within limits set by the Wealth Management & Trust Department
* Professional communication skills, both written and verbal, with all levels of personnel and clients
* Professional grammar, spelling and business writing skills
* Ability to develop and implement problem solving skills
* Ability to prioritize and organize work
* Ability to function independently in a multi-task environment, as well as part of a team
* Ability to maintain confidentiality
* Must be detail oriented
* Professional appearance and demeanor
* Knowledge of investment, fiduciary, and estate planning concepts is a plus
* Work experience in a trust department or related field is a plus
Benefits:
* 401(k) with a company match of up to 6%
* ESOP employer match
* Medical insurance
* Dental insurance
* Vision insurance
* Cancer / Disease insurance
* Accident insurance
* Flexible Spending Accounts
* Health Savings Accounts
* Bank paid Life / AD& D insurance
* Voluntary Life / AD&D insurance
* Bank paid Short-Term and Long-Term Disability insurance
* Employee Stock Purchase Plan
* Employee Assistance Program
Physical Requirements:
* The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type.
All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
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