Trust Associate II

Trust Administration Support

Duration: 6 months contract (with possible extension)

Provide trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the Trust Officer.

Essential Job Functions

• Provide support to assigned Trust Officer(s):
• Perform day-to-day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion.
• Monitor accounts on a daily basis for overdrafts and un-invested cash and keep Trust Officer informed.
• Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer.
• Provide front-line service to clients in a telephone delivery channel environment. Handle inbound client calls on an ACD line.
• Client, analyze and research account problems and recommend solutions as appropriate.
• Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow.
• Read and understand Trust Agreements and related documents for administrative purposes.
• Manage fee maintenance as directed by Trust Officer.
• Prepare various reports, correspondence, technical documents and special projects as requested.
• Assist in preparing client presentations as needed.
• Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts.
• Keep current on the latest developments in trust law, tax law and other issues related to the trust business.
• Maintain compliance with all internal policies and procedures as well as with regulatory requirements.
• Provide backup for other Associates/Assistants. Build and maintain strong client contact and provide sales support:
• Identify client needs and revenue enhancement opportunities.
• May serve as primary contact for some account relationships.
• Follow-up on client issues and relay information to clients through correspondence, telephone communications and conferences.
• Resolve client requests and refer complex inquiries to Trust Officer.
• Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE Desktop; assist in managing business pipeline activity through CE Desktop.

Required Experience

• A minimum of one to three years related work experience or equivalent combination of work/educational background.
• Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
• Ability to interact effectively in a team environment.
• Demonstrated attention to detail.
• Proficient in all Microsoft Office Applications.
• Prior experience in a Trust department a plus.

Education

• High school diploma or equivalent.

About US Tech Solutions

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.