About The Position

Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.

Requirements

Bachelor’s Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.
Knowledge of Windows XP and other Office programs including Microsoft Excel and Word.
Superior written and verbal communication skills.
Strong logic, reasoning, and analytical skills.
Minimum of three to five years trust or related experience.
Advanced organizational and interpersonal skills required.
Attention to detail with high degree of accuracy always.
Complete confidentiality required.
Highest degree of ethical standards required.

Communicate with grantors, beneficiaries, co-trustees, and principals on a regular basis to develop and maintain positive relationships and outline administrative procedures.
Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
Review daily activity in accounts to ensure accuracy and monitor cash balances to provide for liquidity needs.
Attend Trust Committee meetings.
Prospect and develop new business opportunities with both existing and new clients.
Build and maintain professional relationships with bank officers and legal and accounting professionals.
Project and maintain the bank’s professional image.
Maintain a current knowledge of trust and investment laws and regulations.
Assume responsibility for related duties as required and assigned.
Keep management aware of activities, opportunities, and problems.
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings.
Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval.
Handle ongoing day to day administration of accounts. Proactively manage account base in accordance with trust department policies and procedures to identify risks and minimize or avoid service and operational issues.