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Trust Administration Specialist
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- Under the direction of the Manager, this position provides support in the administration of Personal Trust and Institutional Services accounts where the bank is acting as trustee, agent, custodian, and in other fiduciary capacities.
- Assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
- Acts as liaison between Sales and Relationship Officers, Trust Administration Officers, and other Trust Services Group (TSG) internal support units (Trust Operations) by researching/responding to/processing transactions and other requests (e.g. using knowledge and understanding of fiduciary account governing documents and professional and legal requirements).
- Accomplishes day-to-day fiduciary account operational and administrative activities, including, but not limited to inputting and processing all transaction requests (receipts, disbursements, investment security trades, and funds transfers).
- Collaborates closely with Relationship Managers and Trust Administration Officers as required and assists in recognizing issues and errors, researching and resolving issues, and follows through to ensure client/internal partner satisfaction and to prevent recurrence.
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