Senior Trust Officer - Client Services

Salary Range: 130000 to 170000 (Currency: USD) (Pay period: per-year-salary)

Company Core Values:

Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. 

Essential Job Functions of the Senior Trust Officer - Client Services:

Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
Respond promptly to requests and inquiries, resolving issues with a client-first approach
Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision. 
Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management 
Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
Support special projects and complete assignments with minimal supervision and high attention to detail.
Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.

Required Skills and Abilities of the Senior Trust Officer - Client Services:

Meticulous attention to detail and a commitment to accuracy in all tasks
Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
Strong organizational and follow-through skills
Excellent verbal and written communication skills
High level of professionalism, discretion and integrity
Client-centric mindset with a proactive, problem-solving attitude
General knowledge of investment products
Comfortable with technology and systems; proficiency in Microsoft Office required
Demonstrated ability to work independently and collaboratively within a team environment

Required Education / Experience of the Senior Trust Officer - Client Services:

• Bachelor’s Degree or equivalent work experience
• 6+ yrs experience, CTFA preferred

Core Job Competencies of the Senior Trust Officer - Client Services:

Technical Expertise & Usage – Acquiring and applying technical and functional knowledge in a technological area of specialty.
Technical/Professional Knowledge – The ability to keep up with current developments and trends in field of expertise.
Participative Leadership – The ability to use proper interpersonal skills and methods to guide and work with individuals or groups to achieve company relevant goals and strategies.