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Trust Senior Associate

NEW YORK, New York

Job Description:

The Trust Senior Associate (TSA) will assist the Senior Trust Officer or Trust Officer in all phases of account/relationship administration.  In this capacity the TSA will service Financial Advisors (FAs), clients and/or clients outside advisors either directly or as a research resource. 

It is recognized that candidates may not have specific trust experience and/or familiarity with the company’s risk parameters and policies and procedures. Applicants who are detailed oriented, can work independently and have a willingness to learn the required skills for this role are viable candidates. Strong verbal and written communication skills are critical for this role, as it requires significant telephone and written interaction with clients, their Financial Advisors and intermediaries. Over time, as the TAO gains proficiency and develops relationships with clients, FAs and internal business partners, (s)he would independently oversee/facilitate client requests, projects and ongoing processes. 

Technical Knowledge

Knowledge of basic trust concepts and vehicles.

Awareness of basic fiduciary and tax laws, fiduciary investment strategies and practice and procedures for their area of responsibility.

Awareness of risk parameters and the ability to apply them to situations.

Knowledge of policy & and procedures.

Professional communication practices.

Required Skills

Financial services experience, preferably in trust.

Demonstrated ability to function as a team player.

Awareness of trust functions and trust operations.

Ability to effectively organize daily account management requirements.

College degree preferre. 

Enterprise Job Description:

The Trust Senior Associate (TSA) will assist the Senior Trust Officer or Trust Officer in all phases of account/relationship administration. The TAO will coordinate the internal delivery of services through the appropriate channels within the Fiduciary Services Group and/or Trust Operations to include, but not limited to account funding, processes involved in account opening and funding, account review, transfer of information as it relates to account closings, ensuring that recurring remittances are processed in a timely fashion and that client bills are paid . The TSA gathers and analyzes information relative to discretionary distributions, periodic account reviews and tax preparation. 

The TSA also assists with or directly responds to inquiries from Merrill Lynch advisors, clients, sales team and other business partners. 

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Trust Senior Associate (TSA) will assist the Senior Trust Officer or Trust Officer in all phases of account/relationship administration.  In this capacity the TSA will service Financial Advisors (FAs), clients and/or clients outside advisors either directly or as a research resource. 

It is recognized that candidates may not have specific trust experience and/or familiarity with the company’s risk parameters and policies and procedures. Applicants who are detailed oriented, can work independently and have a willingness to learn the required skills for this role are viable candidates. Strong verbal and written communication skills are critical for this role, as it requires significant telephone and written interaction with clients, their Financial Advisors and intermediaries. Over time, as the TAO gains proficiency and develops relationships with clients, FAs and internal business partners, (s)he would independently oversee/facilitate client requests, projects and ongoing processes. 

Technical Knowledge

Knowledge of basic trust concepts and vehicles.

Awareness of basic fiduciary and tax laws, fiduciary investment strategies and practice and procedures for their area of responsibility.

Awareness of risk parameters and the ability to apply them to situations.

Knowledge of policy & and procedures.

Professional communication practices.

Required Skills

Financial services experience, preferably in trust.

Demonstrated ability to function as a team player.

Awareness of trust functions and trust operations.

Ability to effectively organize daily account management requirements.

College degree preferre. 

Enterprise Job Description:

The Trust Senior Associate (TSA) will assist the Senior Trust Officer or Trust Officer in all phases of account/relationship administration. The TAO will coordinate the internal delivery of services through the appropriate channels within the Fiduciary Services Group and/or Trust Operations to include, but not limited to account funding, processes involved in account opening and funding, account review, transfer of information as it relates to account closings, ensuring that recurring remittances are processed in a timely fashion and that client bills are paid . The TSA gathers and analyzes information relative to discretionary distributions, periodic account reviews and tax preparation. 

The TSA also assists with or directly responds to inquiries from Merrill Lynch advisors, clients, sales team and other business partners. 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21047628

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
75 ROCKEFELLER PLZ, NY, NEW YORK, 10019