Trust Relationship Specialist

Trust Relationship Specialist

Provides general and clerical administrative support to the trust department, relieving them of clerical, administrative and business detail.

Primary Responsibilities

• Responds to routine customer and internal account inquiries, performs necessary research on complex matters and follows up in a timely manner.
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees.
• Creates and maintains proper account documentation and files account-related material according to the prescribed system in a timely manner.
• Processes complex Trust transactions in a timely manner.
• May perform complex cash and asset distributions from account closings.
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered.
• May forecast client cash needs and provide estimates of l...