Trust Senior Associate

Description

In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients’ trust needs and expectations

Serve as an additional point of contact to clients and/or as backup for the Trust Officers

Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment

Responsible for:

Complex party maintenance

Administrative Review (IM&T)

Transaction Processing and Management

Money Movement (Trust)

Specialized Fiduciary Transactions

Discretionary and action matters

UPIA, Equitable Adjustments and 65 Day Tax

Account Pay Service Provider

Generation Skipping Tax – Processing

Asset Transfer - complex

Administrative duties as required

Support initial review of IPS process

Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.

Leverage experience and deep expertise especially with the most complex administrative trust needs to manage and/or execute client transactions 

Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions

Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner

Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions

Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Qualifications:

Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales

Ability to successfully complete assessment of critical skills

BS/BA degree in Business, Finance, Economics or Law desired

Ability to obtain and maintain SAFE Act registration

Skills:

Active Listening

Adaptability

Attention to Detail

Emotional Intelligence

Prioritization

Collaboration

Critical Thinking

Decision Making

Oral Communications

Written Communications

Drives Engagement

Innovative Thinking

Mentoring

Networking

Problem Solving

Shift:

Hours Per Week: