Trust Specialist

Job title: Trust Specialist

Location: Frisco TX onsite

Duration:6 months

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding money movement account maintenance and servicing and recordkeeping within defined SLAs. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties

• Manages the set-up implementation and administration of trusts and estates.

• Monitors transactions cash flows and account activity.

• Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.

• Reviews portfolios to ensure that they are in compliance with laws and regulations.

• Creates and distributes reports for clients regarding banking market conditions trust products sales results and earnings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3 Years Required; 5 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC