Trust Account Specialist
1 day ago
As a Trust Account Specialist at First Citizens Bank, you will play a pivotal role in ensuring the seamless administration and monitoring of personal trust accounts. Your primary responsibilities will include administering, servicing, and monitoring trust accounts to ensure compliance with all applicable regulations and trust document directives.
The ideal candidate for this position will possess a Bachelor's Degree and 4 years of experience in Trust Administration, Estate Planning, or Financial Planning, or a High School Diploma or GED and 8 years of experience in the same field. A strong background in fiduciary management, relationship management, and collaboration is essential. Additionally, proficiency in trust systems, risk mitigation, and various types of fiduciary accounts is highly desirable.
This role requires excellent communication skills, both written and verbal, to maintain open and effective communication with grantors, beneficiaries, and other interested parties. You will be responsible for providing direct client contact for issues, concerns, and updates, ensuring client satisfaction and retention. Collaborating closely with expansion market associates to service assigned accounts is also a critical aspect of this position.
We offer a comprehensive benefits program designed to meet our associates where they are in life. As a full-time associate (20+ hours), you can expect customized offerings, including those designed to support families, however defined. Our estimated salary for this position is $65,000 - $85,000 per year, depending on location and experience.
In this role, you will have the opportunity to work in a dynamic and collaborative environment, leveraging your expertise to drive results. If you are a motivated and detail-oriented individual with a passion for fiduciary services, we encourage you to apply for this exciting opportunity.
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