JOB SUMMARY:
As an Estate Professional, you will support a team of Estate Officers and Administrators in the management of fiduciary accounts. Under their supervision, the Estate Professional assists in the daily management of the estate and terminating trust accounts in accordance with the Bank’s fiduciary responsibilities as trustee and executor. You will perform diverse administrative functions requiring confidentiality, initiative, thoughtfulness, and follow-through.
RESPONSIBILITIES:
• Client Engagement – provide exceptional client service while performing client call backs, collection of client documentation, responding to client inquiries and requests
• Risk & Controls – adhere to and maintain the firm’s controls policies and procedure as well as protecting client assets against fraud
• Estate Administration - partner with Estate Officers and Estate Administrators in all aspects of estate administration, including approval of transaction processing and preparation of trust, estate and financial specific documents. Understand the estate disposition process and proactively engage Estate Professional responsibilities
• Partnership – effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
REQUIRED QUALIFICATIONS:
• College degree or equivalent experience preferred
• Exemplary interpersonal skills
• Superior oral and written communication skills
• Strong initiative, energy and confidence to complete projects with limited supervision
• Good judgment and discretion, as Estate Professionals work with highly confidential information
• Must exhibit a high degree of motivation, sense of urgency and professional demeanor
• Skilled at multi-tasking and managing priorities effectively
• Ability to develop and maintain collaborative relationships both internally and with external clients
• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook
• Ability to learn procedures and proprietary software quickly
• Prior wealth management and trust or estate management experience preferred