Trust Assistant

Trust Assistant

General Job Description

A Trust Assistant plays a crucial role in supporting the client relationship management team with administrative and operational tasks. This position requires meticulous attention to detail, strong organizational skills, and the ability to provide exceptional client service.

Essential Duties

• Manage client communications, handling routine transactions, and inquiries, ensuring high levels of service.
• Coordinate with internal departments such as legal, tax, operations, and compliance to address client needs.
• Coordinate with clients’ external professional advisors including CPAs and attorneys.
• Prepare client presentations, proposals, and reports for meetings and reviews.
• Maintain accurate records, databases, and documentation related to client interactions and transactions.
• Provide administrative and clerical support for Market President, Trust Officer(s), Portfolio Manager(s), and Trust Counsel including, but not limited to, trust transactions (disbursements, income, etc.), preparation of correspondence as requested, preparation of discretionary request documentation for Trust Committee, preparation and/or facilitation of maintenance for special assets client onboarding, account maintenance, regulatory compliance, and client reviews.
• Represent the company in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
• Maintain a high level of confidentiality in all matters related to internal and external clients, prospects and centers of influence.
• Perform research, documentation and database input as requested
• Process incoming and outgoing mail
• Maintain Resource Room and supplies for the office
• Answer phones and greet visitors, clients, centers of influence and prospects
• Other duties as assigned by Market President

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. 

• Bachelor’s degree in business, accounting, or finance
• Experience in financial services, investments, trust administration. tax or legal field 
• High degree of attention to detail
• Commitment to exceptional client service
• Excellent verbal and written communication skills.
• Strong numbers aptitude.
• Ability to manage multiple tasks.
• Strong analytical skills
• Strong organizational and prioritization skills
• Strong and effective interpersonal skills
• Ability to perform data entry accurately and efficiently
• Ability to work well as part of an office team.