Accounting, Analysis Skills, Banking Operations, Bond Market, Copying Machines, Customer Escalations, Customer Experience, Customer Relations, Customer Support/Service, Data Analysis, Data Collection, Detail Oriented, Finance, Financial Services, Microsoft Office, Mutual Funds, Office Equipment, Presentation/Verbal Skills, Printers, Problem Solving Skills, Quality Control, Quality Management, Quality Metrics, Team Player, Time Management, Writing Skills
Job Title: Trust Service Administrator
FLSA Status: Non-Exempt
Hours: Full-Time
Reports To: Manager, Account Services
SUMMARY
The Associate will provide daily support to our internal business partners and/or external clients. This position will have a variety of duties and tasks to be completed depending on the specific team they are a member of. The Associate must be detail oriented and able to deliver a high level of service to internal and external clients.
The Trust Service Team provides daily Trust Account support to Trustâ¯Officers, Advisors, and the accounts we serve. The Trust Service Team Associate is responsible for providingâ¯â¯excellent client experiences through various communication channels. They will serve as a daily point of contact for firms we service primarily throughâ¯phone and email communications. In addition, they will be responsible for daily oversight of assigned accounts and relationships, execute approved account instructions that include account opening, distributions,â¯receipts, maintenance requests, correspondence, mailings, and general account reviewsâ¯for trust accounts. Timely and accurate process and delivering excellent client service to both internal and external clients is essential.â¯
RESPONSIBILITIES AND DUTIES:
- Resolve, investigate and analyze simple to complex account inquiries and escalations.
- Complete processing and quality control responsibilities within deadlines.
- Quality control with emphasis to detail.â¯â
- Maintain high quality metrics for assigned responsibilities.
- Assist teammates with various inquiries across client/role assignments.
- Flexibility in making daily adjustments to address business needs.
- Act as a liaison between National Advisors Trust and external partiesâ.
- Provide outstanding client service to internal and external clients.
- Effective use of technology and self-service to resolve internal and external inquiries.â¯â¯â
- Maintain appropriate levels of confidentiality both internal and external to the organization.â¯
- Other duties as assigned.
- Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.
COMPETENCIES:
- Data Gathering & Analyticsâ
- Organizational Awarenessâ¯
- Strong Oral & Written Communicationâ¯Skills
EXPERIENCE:
- Bank/Trust operations experience preferred.â
- Financial services background preferred.â
- Industry knowledge of stocks, bonds, mutual funds and unique assets, preferred.â¯â
- Motivated self-starter capable of working in a team environment.â
- Proficient in Microsoft Office applications.â¯
- Bachelors Degree in Finance, Business, Accounting or related field; or equivalent work experience preferred.
WORK ENVIRONMENT: Professional, business setting.
PHYSICAL REQUIREMENTS:
- Must be able to remain in a stationary position for prolonged periods of time.
- Will occasionally move about inside the office to access file cabinets, office machinery, etc.
- Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
- Occasionally it requires lifting objects that are 20 pounds to a height of 3-4 feet.
This job description is subject to change at any time.
* Please note: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.