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Fiduciary Services Associate
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Full-time
- Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century.
- This hourly (non-exempt) position is responsible for working with Trust Administrators (TA) and Fiduciary Services Senior Associates in their management of assigned account relationships within wealth management.
- Maintain imaged files for the department in the Bank’s document management system.
- Identify account exceptions and work with Trust Administrator to resolve them.
- Complete client requests (i.e. deposits, transfers, distributions, reporting, address changes) in Wealth Management and Bank systems according to established procedures.
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