Senior Trust Administrator

JOB FUNCTION / SUMMARY:

Trust Administrators provide administrative and operational support to assigned Trust Advisor/Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing procedures and facilitation of the transfer of funds. The Senior Trust Administrator position provides complete trust administrative services, investment management and business development support of client relationships for all but the most complex account relationships.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.

Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts. Assume ownership of issues and deliver proper follow up.

Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.

Identifies opportunities to enhance client experience through independent identification of account issues.

Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).

Coordinates with Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.

Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.

Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.

Monitor cash levels for assigned client accounts.

Review transactions to identify errant transactions and ensure proper postings.

Support departmental projects on an as needed basis.

Analyze trust/financial information, react accordingly and prioritizes as appropriate.

Keeps current with all laws and regulations applicable to primary Trust function.

May serve as backup to other Wealth Management Administrative Assistants as needed.

All duties require an awareness and adherence to policies/procedures and compliance requirements.

Serves as mentor to lower level Trust Administrators.

Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

High School diploma or GED required. Bachelor's degree in Business, Finance, or Accounting strongly preferred.

Requires 8 years of related experience in a trust or financial services environment.

An equivalent combination of education and related experience or training may be considered.

Duties are varied and complex and necessitate use of excellent judgement and analytical skills.

Advanced knowledge and understanding of banking industry and Trust administration and operations required.

Proficiency with Microsoft Office applications; Intermediate Excel and Word skills required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Ability to travel if required to perform the essential job functions

Ability to work under stress and meet deadlines

Ability to operate related equipment to perform the essential job functions

Ability to read and interpret a document if required to perform the essential job functions

Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.