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 SLA's. 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