Trust Relationship Specialist

About The Role

Under general direction, will work with senior lead officers to manage larger trust relationships. Will provide administrative and clerical support to design/complete tasks, projects, and related activities for executives, administrators, or managers in order to meet the goals and objectives of the Trust Company.

• New Accounts set up – Ensure that all required paperwork is completed for new account set up and forms are in files. New account set up entered into trust accounting system.
• Closed Accounts – review all required paperwork and confirm all appropriate information deleted from computer system.
• Attend and take lead in preparing for routine client meetings on team managed accounts. Assist Senior Account Administrator in preparing for sensitive client meetings.
• Execute communication plan agreed to by Senior Account Administrator including timely and accurate correspondence with clients as necessary for administration of their account.
• Assume responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Senior Account Administrator on complex administrative matters.
• Perform annual accountings for court on Conservatorship and Estate accounts. Senior Account Administrator to approve.
• Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts subject to approval by Senior Account Administrator.
• Responsible for annual reviews on team assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents.
• Responsible for maintaining all trust company customer filings as instructed by the Account Administrator.
• Maintains and organizes files and coordinate shipment of transfer and closed account files to storage archives.
• Takes lead on trust company seminars by performing a variety of duties including preparing fliers, building informational packets, and serving as host/hostess.
• Performs miscellaneous assignments as needed including delivery of documents, typing and data entry.
• Anticipate needs of Senior Administrative Officer and prepares preliminary work on various future projects.
• Will accompany Account Administrators on client calls as needed.
• Create graphs and charts for presentations to existing and prospective clients.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

Education

• Business Administration (preferred)
• Trust training (preferred)

Experience

• 2-5 years — Trust Experience (Req)

Skills

• Ability to operate various office equipment including personal computer, printers, fax machine, 10-key adding machine, multi-line telephone, copy machine, etc.
• Solid spreadsheet and word processing skills, demonstrated ability to create graphs and complex Excel formulas and PowerPoint presentations for trust sales opportunities & seminars
• Solid understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations.
• Demonstrated effective time management and organizational skills.
• Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees; public relations skills; tact, diplomacy, and patience.
• Ability to manage confidential information.
• Ab…