Trust Associate

Job Summary

Supporting the Central Trust Group, the full-time Trust Associate will manage day-to-day trust administration functions, ensuring optimal client service while interfacing with various support areas and maintaining accurate account management.

Key responsibilities

• Perform day-to-day trust administration tasks, including account openings, closings, and asset maintenance
• Monitor accounts for overdrafts and un-invested cash, keeping the Trust Officer informed
• Build and maintain strong client relationships, providing timely follow-up on client issues and requests

Required qualifications

• Associate's degree in a business-related field or equivalent work experience (preferred)
• Experience in the financial industry or client service roles (required)
• Experience working in a trust department (preferred)
• Proficiency in Microsoft Office Applications and web-based portals
• Ability to collaborate effectively within team environments