Trust Specialist

Trust Specialist

Administration and Operation Associate

Job Description

• Provide support to Trust Officers and Chief Technology/Operations Officer
• Prepare the Charlotte system for nightly and special month end processing
• Assist in development and control of nightly accounting of sub-Custody, DDA and TAS accounts
• Process sensitive transactions in a timely and prompt manner
• Accurately complete daily operations needed to maintain client accounts
• Provide appropriate level of phone coverage and monitor other means of client communication to ensure client service standards are met
• Prepare materials for client meetings
• Research items related to trusts and/or client accounts when requested
• Provide exceptional client service and flawless execution of client requests for money movement, security transfers and research requests.
• Communicate with investment advisors and portfolio managers regarding liquidity needs and investment matters.
• Maintain and monitor trust department fees, verifty daily activites in client accounts

• Represent Eleutherian Trust Company to both clients and professional organizations so that Eleutherian Trust Company is viewed in the highest of standard.

Recommended Skills:

-   Bachelor's degree or equivalent training and/or work experience.

-   General knowledge of how trusts function and are administered.

-   Excellent communication skills, both written and oral.

-   Skilled in multi-tasking and managing priorities effectively.

-   Strong interpersonal skills with an ability to build a significant level of trust with clients; empathy and real interest in working with people.

-   Team oriented mindset

-   High proficiency in Microsoft Office applications (Word, Excel, Outlook, etc) and ability to learn new software applications