Trust Specialist

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners/Advisors in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Our client, a large financial services company, is seeking an experienced Trust Specialist for a 12 month contract role in Frisco, TX or Charlotte, NC.

Our client, a large financial services company, is seeking an experienced Trust Specialist for a 12 month contract role in Frisco, TX or Charlotte, NC. This role is hybrid, 3 days in office and 2 remote. For a strong performer the role may have the opportunity to convert to a full time team member. 

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners/Advisors in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure that they are in compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred 
• Financial Services - Trust Administration, Brokerage operations, Retirement Services 
• Knowledge of the retirement plan rollover process 
• Salesforce experience strongly preferred 
• MS Office - Outlook 
• Strong written and verbal communication skills 
• Excellent customer support and care 

Pay Rate- $33.29 - $35.29 per hour