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Trust Senior Associate

Atlanta, Georgia

Job Description:


The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers. 

The TSA will coordinate the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups Additionally, TAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Responsibilities:

  • * In addition to the ability to deliver generalist support, part of the Client Team actively supporting 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  
  •  Proactivity 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 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

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) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers. 

The TSA will coordinate the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups Additionally, TAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Responsibilities:

  • * In addition to the ability to deliver generalist support, part of the Client Team actively supporting 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  
  •  Proactivity 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 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21051467

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
600 Peachtree St NE, GA, Atlanta, 30308