Also serves as a backup in the Relationship Manager's absence, which requires interaction with large, complex, and/or high profile clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Wealth Management Services personnel. You will be responsible for all detailed account documentation You will work in excel, Microsoft Office and company software Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree and 3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.