Trust and Investment Services Professional

7 days ago

Tarrytown, New York, United States Midland States Bank Full time
Job Summary

We are seeking a skilled Trust Administrator to join our team at Midland States Bank. The successful candidate will be responsible for servicing and maintaining existing relationships with investment management clients, trust clients, beneficiaries, and other interested parties in partnership with the accounts' designated Trust Officer.

Key Responsibilities
  • Maintain up-to-date information on beneficiaries and their changing needs and circumstances to ensure superior client service and carry out the Bank's fiduciary duties.
  • Recommend appropriate financial products and services tailored to meet clients' objectives, tax and estate needs, risk tolerance, and asset allocations.
  • Serve as the primary point of contact or relationship manager for existing book of client accounts.
  • Identify opportunities for additional product cross-sell to existing clients and develop a referral network of internal and external sources for additional sales opportunities.
  • Maintain contact with existing clients, beneficiaries, and referral sources to deliver agreed-upon services, address customer inquiries, and resolve servicing issues.
  • Interpret trust documents and client account agreements with an eye for detail.
  • Exercise judgment in processing client requests and make recommendations for fiduciary approvals above specified limits.
  • Ensure strict adherence to compliance and operational risk controls in accordance with Bank and regulatory standards.
  • The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
Requirements
  • Bachelor's degree or equivalent experience in trust administration.
  • 1+ years previous experience in trust administration (advanced designations and/or preparatory work or guidance may sometimes be assessed in lieu of experience).
  • Understanding of different investment products and allocation strategies for meeting client investment objectives.
  • Ability to read and interpret trust and legal documents.
  • Demonstrated success working in a team environment.
  • Ability to meet time constraints without constant supervision.
  • Professionalism and courtesy in dealing with customers and bank employees.
  • Ability to articulate ideas concisely and work in a dynamic and fast-paced environment.
  • High degree of accuracy with attention to detail required.
  • Proficiency with trust accounting systems.
  • Strong oral, written, and interpersonal communication skills.
  • Strong organization and time management skills.
  • Strong attention to detail.
  • Ability to work independently and as part of a team.
Competencies
  • Business insight.
  • Cultivates innovation.
  • Drives results.
  • Makes sound decisions.
  • Being a brand champion.
  • Collaborates.
  • Communicates effectively.
  • Customer focus.
  • Being Authentic.
  • Emotional Intelligence.
  • Self-development.
  • Being flexible and adaptable.
About Us

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other, and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate, and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

  • Financial Services Professional

    1 week ago

    Tarrytown, New York, United States Express Employment Professionals Full time

    We are currently seeking a detail-oriented and experienced Financial Services Professional to join our team for the upcoming tax season.Job OverviewExpress Employment Professionals is a leading staffing company in North America, NY, and Tarrytown NY. We help job seekers find the right job for their skills and experience.CompensationThe estimated annual...

  • Customer Service Associate

    2 weeks ago

    Tarrytown, New York, United States Flik Hospitality Group Full time

    About the RoleFlik Hospitality Group is seeking a Customer Service Associate to join our team. As a key member of our hospitality staff, you will be responsible for providing exceptional customer service in a fast-paced environment.Responsibilities Operate Point of Sale system and assist the Chef with food preparation Prepare coffee and maintain cleanliness...

  • Strategic HR Partner for ENT Medical Practice

    1 week ago

    Tarrytown, New York, United States ENT And Allergy Associates Full time

    Job OverviewENT and Allergy Associates, a leading ear, nose, throat, and allergy medical practice, is seeking an experienced Strategic HR Partner to join their team. This role will be based in one of our locations across New York & New Jersey.Key ResponsibilitiesInvestigate employee complaints or allegations regarding performance, conduct, and adherence to...

  • Nursing Care Professional

    2 weeks ago

    Tarrytown, New York, United States Northwell Health Full time

    Job Overview:We are seeking a dedicated Nursing Care Professional to join our team at Northwell Health. This is an exciting opportunity for a Registered Nurse to provide exceptional patient care and work collaboratively with our healthcare team.Job Summary:The successful candidate will be responsible for delivering high-quality nursing care to designated...

  • Hotel Guest Services Manager

    1 week ago

    Tarrytown, New York, United States Tarrytown House Estate Full time

    Job DescriptionTarrytown House Estate seeks a skilled Guest Service Supervisor to provide exceptional customer experiences.Job Summary:We are looking for a professional with previous supervisorial experience within the hospitality industry. A mix of supervisorial and guest services experience is highly preferred. The ideal candidate will be able to handle...

  • Hearing Specialist for Westchester County Locations

    1 week ago

    Tarrytown, New York, United States ENT and Allergy Associates Full time

    We are seeking a skilled Hearing Specialist to join our team at ENT and Allergy Associates in Westchester County.The ideal candidate will have a Master's Degree in Audiology and an active hearing aid dispensing license. Strong interpersonal and organizational skills, as well as the ability to work in a team environment, are essential.This role offers a...

  • Mental Health Therapist

    1 week ago

    Tarrytown, New York, United States LifeStance Health Full time

    At LifeStance Health, we envision a world where mental and physical healthcare are harmoniously integrated to foster healthier lives. Our mission is to provide accessible, affordable, and personalized mental healthcare services nationwide, making a meaningful difference in people's lives every day.We're seeking talented therapists who share our commitment to...

  • Developmental Support Professional

    1 week ago

    Tarrytown, New York, United States YAI Full time

    Job Overview:YAI seeks a dedicated Direct Support Professional (DSP) to join our team in providing Community Habilitation services in Westchester and surrounding areas.About the Role:As a DSP, you will play a vital role in empowering individuals with intellectual and developmental disabilities to achieve greater independence. You will provide one-to-one...

  • Ambitious Medical Professional Wanted for Patient-Centered Care

    2 weeks ago

    Tarrytown, New York, United States 61 Street Service Corporation Full time

    About Our TeamWe are proud to have highly skilled employees at 61 Street Service Corporation that support, facilitate and deliver world-class patient-centered care through one of the top healthcare provider networks in New York.Job SummaryWe are seeking an ambitious medical professional to join our team as a Certified Medical Assistant. This role will serve...

  • Medical Billing Specialist for ENT and Allergy Associates

    5 days ago

    Tarrytown, New York, United States ENT And Allergy Associates Full time

    Job OverviewWe are seeking a highly skilled Medical Billing Specialist to join our team at ENT and Allergy Associates. As a key member of our revenue cycle team, you will be responsible for reviewing, correcting, and billing encounters for submission to the clearinghouse.This role requires a self-motivated individual with excellent attention to detail and...

  • Regulatory Affairs Compliance Specialist

    7 days ago

    Tarrytown, New York, United States ENT And Allergy Associates Full time

    Overview: ENT and Allergy Associates, LLP is seeking a highly skilled Regulatory Affairs Associate to join our team at our Corporate office location.Estimated Salary: $65,000 - $90,000 per year, based on location and experience.About the Role:We are looking for a detail-oriented professional with strong analytical skills to support our Compliance Program in...

  • Veterinary Care Specialist

    1 week ago

    Tarrytown, New York, United States VetProCentral Full time

    Job OverviewWe are seeking a dedicated and compassionate veterinary care specialist to join our team at VetProCentral in the greater White Plains NY area.This is an excellent opportunity for an experienced professional who is passionate about providing high-quality medical care and exceptional client service.Our ideal candidate will be responsible for...

  • Practice Associate II Lead

    1 week ago

    Tarrytown, New York, United States 61 Street Service Corporation Full time

    About the RoleAs a Practice Associate II, you will be responsible for delivering exceptional patient experiences in multiple locations across Westchester County. We are seeking dedicated professionals who can ensure timely services to patients and their families while maintaining a high level of administrative accuracy.Key ResponsibilitiesGreet patients and...

  • Youth ACT Advocate

    4 weeks ago

    Tarrytown, New York, United States Greater Mental Health of New York Full time

    Job OverviewThe Family Peer Advocate (FPA) role is a unique opportunity to leverage personal experience and skills to support families and youth with serious mental health concerns.Key Responsibilities:Engage caregivers in goal-oriented strategies, including problem-solving, mentoring, community resource exploration, and life skills supportDocument progress...

  • Family Mental Health Advocate

    1 week ago

    Tarrytown, New York, United States Greater Mental Health of New York Full time

    **Company Overview**Greater Mental Health of New York is a leading organization dedicated to promoting mental wellness through advocacy, community education, and direct services. Our mission is to empower individuals and families on their unique journeys to recovery, honoring their rights to self-determination, choice, and collaboration.We provide...

  • Practice Associate II

    1 week ago

    Tarrytown, New York, United States 61 Street Service Corporation Full time

    The Practice Associate II is a vital member of our team, responsible for delivering exceptional patient experiences during arrival and departure processes. Key responsibilities include greeting patients and visitors, registering patients, and scheduling appointments. Additionally, the Practice Associate II verifies insurance and responds to patient inquiries...

  • Child Welfare Therapist

    1 week ago

    Tarrytown, New York, United States The Mental Health Association of Westchester Inc. Full time

    Job Summary:The Mental Health Association of Westchester Inc. is seeking a skilled Child Welfare Therapist to join our team. As a key member of our staff, you will provide FFT services to children and families involved in the child welfare system.About the Role:Provide direct clinical services to approximately 8-9 families each month, including outreach,...

  • Chief Nursing Officer

    1 week ago

    Tarrytown, New York, United States IAHD Full time

    Director of Nursing Job DescriptionWe are seeking a highly skilled and experienced Director of Nursing to join our team at IAHD.Job Summary:The Director of Nursing will be responsible for coordinating and supervising the delivery of medical and nursing services to our individuals. This role requires strong leadership skills, excellent communication, and the...

  • Physiotherapist - Delivering Excellence in Patient Care

    5 days ago

    Tarrytown, New York, United States JAG Physical Therapy Full time

    Overview">JAG Physical Therapy is a leading provider of outpatient physical therapy services, with a reputation for delivering exceptional care to our patients. We are seeking a highly skilled Physiotherapist to join our team, who shares our passion for helping individuals achieve optimal health and wellness. About the Role">We offer a competitive salary of...

  • Network Asset Retrieval Specialist

    1 week ago

    Tarrytown, New York, United States ThreePDS Inc. Full time

    Job SummaryWe are seeking a highly skilled Network Asset Retrieval Specialist to join our team at ThreePDS Inc. in Tarrytown, NY.About the RoleThis is a 100% on-site position responsible for managing all aspects of asset retrieval, including ticket processing, wiping of assets, updating of the CMDB, packing and shipping, and maintaining the accuracy of the...