Job Description
Job Description
Job Description
Assistant Trust Officer
Provides day-to-day administrative support for all aspects of trust administration under the guidance and direction of the Trust Officers.
Role Responsibilities
- Assist Trust Officers in all aspects of trust administration as directed by the Trust Officer including, but not limited to:
- Prompt response to client distribution requests.
- Processing distributions of cash and assets on the trust accounting system.
- Setting up new trust accounts - drafting letters, preparing customer welcome packets, initial trust distributions and other trust installation tasks.
- Assist in the preparation of court accountings under the supervision of a Trust Officer.
- Prepare Trust Committee reports and minutes.
- Complete necessary filing and maintain client files.
- Preparation of client related documentation for account terminations, personal caregiver applications, etc.
- Assist Trust Officers in the distribution of trust tax returns.
- Support Senior Trust Officers by servicing and maintaining existing relationships.
- Manage compliance functions as assigned including supervising the work of Trust Administrators
- Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
- Provide coverage for Trust Officers as necessary.
Competencies
Communication Skills
- Use professional oral and written skills to project a positive image of the Company.
- Interact professionally with clients and associates at all times.
- Possess excellent verbal, written and interpersonal communication skills.
- Be aware of and follow company policies for electronic communications and internet use.
Computer/Technical Skills/Subject Matter Expertise
- Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
- Proficiency using Microsoft Office Suite of applications.
- Skilled with trust accounting software.
- Able to understand and follow company policies regarding information security, including password, multi-factor authentication, and remote access use.
- Demonstrate strong trust knowledge and extensive knowledge of CFTC's trust administration processes and procedures.
Organization
- Good time management skills.
- Attention to detail and accuracy.
- Ability to manage the stress of competing priorities and supervising people.
- Work effectively without continuous and direct supervision or guidance
- Regularly update client interactions in CRM database.
Judgment
- Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.
- Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
- Able to identify common attempts at information security scams, like email phishing.
- Swiftly refer problems/issues to the appropriate person(s) when necessary.
- Demonstrate visible commitment to the Company's strategy and guiding principles.
- Provide input to officers and management regarding process enhancement.
Role Qualifications
- Bachelor's degree or 4+ years of relevant trust administration experience.
- Experience working in the financial services industry or trust administration.
- A minimum of 18 months' administrative experience in an office setting.
- Courteous and positive attitude.
- Professional appearance.
Job Tags
Remote job,