Trust Specialist
$33.29 - $35.29 per hourCorps Team
Trust Specialist
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
Vacancy posted 2 days ago
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