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Trust Administrator
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- Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management.
- The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities.
- Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).
- Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.
- Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.
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