Title: Trust Administrator
Responsible for the client administration and acquisition of a small group of Institutional Trust and Retirement Plan accounts. Administration responsibilities include client meetings and compliance review of plan accounts. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations.
On a day- to-day basis, oversee client relationships. Thorough understanding of clients' objectives, identify and provide alternatives, and effectively communicate the potential impact to decision makers. Working knowledge of effective sales techniques. Knowledge and general understanding of the trust industry, Experience in the investment, ERISA and custody industry a plus. Develop strong internal and external relationships with existing and new centers-of- influence. Ability to communicate to a diverse group on complicated issues and topics. Perform duties in compliance with Corporate Policies and Procedures and all applicable external regulations.
Bachelor's degree or equivalent experience preferred. 3 years trust or related experience. Background in Institutional/Retirement Services Administration and investments preferred. Excellent oral, written and organizational skills. Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc. Excellent presentation skills. Excellent problem analytical and problem-solving skills including attention to detail.