Trust Administrator
3 weeks ago
As a Trust Administrator at BankWest, you will play a crucial role in providing exceptional client service and supporting the Trust Department. This is an exciting opportunity to develop your skills in investment management, trust administration, and estate planning.
About the Role
We are seeking a highly motivated and organized individual to join our team as a Trust Administrator. In this role, you will assist Trust Officers and personnel with account administration functions, research, analysis, and special projects. You will also communicate effectively with clients, attorneys, accountants, and colleagues to ensure seamless delivery of services.
Key Responsibilities
- Assist Trust Officers and personnel with all facets of account administration and management
- Communicate with clients, attorneys, accountants, and colleagues to provide exceptional client service
- Utilize the Maui system to its fullest capacity and Connections to record client prospecting efforts
- Participate in various committees and project teams as deemed appropriate by management
- Attend and actively participate in organizational training and programs
- Expand knowledge through continuing education in investment management, trust administration, estate administration, retirement planning, and estate planning
Requirements
- Bachelor's degree in finance, accounting, compliance, pre-law, business, or other field applicable to investment management, trust, and/or estate planning
- 2 years' experience in a related field
- Strong interpersonal skills for effective communication with clients and colleagues
- Ability to work independently and prioritize multiple responsibilities efficiently
- Basic to intermediate level of understanding and knowledge of technology
- Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties
- Adhere to Federal Privacy Standards and BankWest requirements for electronic communication and Social Engineering standards
Estimated Salary: $55,000 - $70,000 per year
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