Trust Specialist

Job Summary

Providing superior customer service to Trust clients, the hybrid Trust Specialist will manage trust account onboarding, monitor transactions, and counsel clients on financial matters while working three days in the office and two days remotely for a 12-month contract role.

Key Responsibilities

• 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

Required Qualifications

• 3+ years of experience in Financial Services, specifically in Trust Administration, Brokerage operations, or Retirement Services
• Knowledge of the retirement plan rollover process
• Salesforce experience strongly preferred
• Proficiency in MS Office, particularly Outlook
• University degree preferred