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Trust Senior Associate

Florham Park, New Jersey;

Job Description:

The Trust Senior Associate (TSA) will assist multiple Trust Officers in all phases of trust account/relationship servicing, fulfillment and/or administration. In this capacity the TSA will service Merrill 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 TSA gains proficiency and develops relationships with clients, FAs and internal business partners, (s)he would independently oversee/facilitate client requests, projects and ongoing processes.

Qualifications/Desired 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.

BS/BA degree strongly preferred, not required

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 multiple Trust Officers in all phases of trust account/relationship servicing, fulfillment and/or administration. In this capacity the TSA will service Merrill 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 TSA gains proficiency and develops relationships with clients, FAs and internal business partners, (s)he would independently oversee/facilitate client requests, projects and ongoing processes.

Qualifications/Desired 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.

BS/BA degree strongly preferred but, not required

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22038347

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Connecticut pay and benefits information

Connecticut pay range:

$ 22.00 - $ 37.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.