Fiduciary Administration Officer

Trust Administration Assistant

Small enough to care. Big enough to deliver.

This position provides administrative assistance for all trust officers in various capacities, including administration of personal trust, agency, conservatorship, estates, and IRA accounts. Communicates directly with clients regarding account matters and client inquiries. Participates in client meetings and independently handles designated client matters.

Responsibilities

• Works with and provides strong back up to Trust Officers in areas of client service and interaction by serving as additional point of contact for clients, beneficiaries, attorneys, and other related parties.
• Assists Trust Officers with account management in a variety of capacities and helps facilitate business development efforts.
• Reviews and processes incoming client correspondence and mail related to client accounts.
• Handles communication and documentation related to client accounts.
• Responds to requests and questions from clients and co-workers in a timely, efficient, and professional manner.
• Participates in client meetings and meets with clients on own.
• Maintains familiarity with client account histories and objectives.
• Reviews and approves expenditures and bills related to client accounts.
• Completes new account and closing of account paperwork.
• Works to solve various problems with accounts in coordination with the operations or administrative staff.
• Attends, and may participate in special bank functions or programs.
• Serves as a member of the Trust Committee and any additional assigned committee roles.
• Maintains ongoing knowledge of trust administration support including trust accounting system, and trust department and bank wide policies and procedures.

Qualifications

The Perks!

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.