Junior Trust Administrator

Summary Description

Work closely with the Trust & Wealth Management Division Senior Trust Office and other administrators to independently provide account administration on a variety of account types, including various types of trusts, agency, custody, IRAs and estates. Act within Division's stated policy and relevant guidelines to manage a book of assigned accounts.

Essential Functions

• Responsible for administration of smaller trust, agency, custody, IRA and estate administration accounts as assigned.
• Access, input, and retrieve client account information utilizing trust accounting system.
• Provide client service through phone, in-person, and email communication with clients.
• Prepare annual Reg-9 reviews for assigned accounts.
• Assist with preparation and filing of estate appraisements and period and final settlements for estate accounts.
• Adherence to regulatory and compliance policies and procedures.
• Accompany and assist Senior Trust Officer and/or Business Development Officer with meeting preparation for existing and prospective clients.
• Assist Senior Trust Officer with special projects as assigned.
• May participate in various community related activities and functions.

Position Requirements

• Bachelor's degree in related field (Accounting, Finance, Economics preferred).
• Willingness to complete additional education as assigned.
• Overnight travel may be necessary on a limited basis.
• Work is generally performed indoors in environmentally controlled conditions.
• Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending, and carrying of light items in the course of the work.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Critical Skills / Expertise

• Strong attention to detail
• Strong analytical skills
• Computer proficiency: Word, Excel, Access, Accounting software
• Professional image
• Excellent oral and written communication skills