Trust Specialist
Administration and Operation Associate
Job Description
- Provide support to Trust Officers and Chief Technology/Operations Officer
- Prepare the Charlotte system for nightly and special month end processing
- Assist in development and control of nightly accounting of sub-Custody, DDA and TAS accounts
- Process sensitive transactions in a timely and prompt manner
- Accurately complete daily operations needed to maintain client accounts
- Provide appropriate level of phone coverage and monitor other means of client communication to ensure client service standards are met
- Prepare materials for client meetings
- Research items related to trusts and/or client accounts when requested
- Provide exceptional client service and flawless execution of client requests for money movement, security transfers and research requests.
- Communicate with investment advisors and portfolio managers regarding liquidity needs and investment matters.
- Maintain and monitor trust department fees, verifty daily activites in client accounts
- Represent Eleutherian Trust Company to both clients and professional organizations so that Eleutherian Trust Company is viewed in the highest of standard.
Recommended Skills:
- Bachelor's degree or equivalent training and/or work experience.
- General knowledge of how trusts function and are administered.
- Excellent communication skills, both written and oral.
- Skilled in multi-tasking and managing priorities effectively.
- Strong interpersonal skills with an ability to build a significant level of trust with clients; empathy and real interest in working with people.
- Team oriented mindset
- High proficiency in Microsoft Office applications (Word, Excel, Outlook, etc) and ability to learn new software applications