
Job Description:
Responsibility for initially performing core service support and fulfillment activities to meet Private Bank client needs and expectations. Trust product expert who acts as an administrative support resource but can also over time serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. Candidates must have the ability to perform at a high level in a fast paced team environment and BS/BA degree preferred in the areas of Finance, Economics and Business Management and/or Administration or paralegal studies with relevant desired legal and/or trust administrative experience.
Job Band:
H7Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
0Job Description:
Responsibility for initially performing core service support and fulfillment activities to meet Private Bank client needs and expectations. Trust product expert who acts as an administrative support resource but can also over time serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. Candidates must have the ability to perform at a high level in a fast paced team environment and BS/BA degree preferred in the areas of Finance, Economics and Business Management and/or Administration or paralegal studies with relevant desired legal and/or trust administrative experience.
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role