Job Description
**Overview:**
Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships.
**Primary Responsibilities:**
+ Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
+ Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.
+ Ensure high-le...
Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships.
**Primary Responsibilities:**
+ Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
+ Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.
+ Ensure high-le...
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