Estate and Trust Coordinator
1 week ago
Salary:
Join a thriving organization that values its employees and fosters a supportive culture. Old North State Trust is committed to investing in professional development, promoting community engagement, and offering competitive compensation along with exceptional benefits.
We are currently seeking a Trust Administrator to join our team in Greensboro, NC. This role is essential in providing comprehensive support to Trust Officers and our valued clients.
Key ResponsibilitiesAs a Trust Administrator, your responsibilities will include:
- Managing the lifecycle of accounts, including opening, maintaining, and closing them.
- Confirming the receipt of assets and ensuring accurate cost basis information for new accounts.
- Engaging with clients through phone and in-person interactions, addressing inquiries, and coordinating with team members as necessary.
- Organizing appointments, maintaining schedules, and facilitating meetings and travel arrangements.
- Processing receipts and incoming funds, as well as setting up unique asset accounts.
- Verifying available funds for disbursement purposes.
- Handling correspondence with clients, regulatory bodies, and the IRS.
The ideal candidate will possess:
- Proven ability to juggle multiple tasks while adapting to changing priorities in a dynamic environment.
- Strong analytical skills with a knack for research and problem-solving.
- Experience in drafting and editing professional correspondence and documentation.
- A friendly phone demeanor and a collaborative spirit.
- Familiarity with standard office equipment, including PCs, scanners, and copiers.
At Old North State Trust, we offer a competitive salary and a comprehensive benefits package, including health, dental, vision, life, and disability insurance, as well as a 401(k) plan, paid vacation, and holidays.
We are an equal opportunity employer.
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