Estate and Trust Coordinator

1 week ago


Greensboro, North Carolina, United States Old North State Trust Full time
Position Overview

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 Responsibilities

As 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.
Qualifications

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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