Trust Client Services Associate

Job Title: Trust Client Services Associate            FLSA Status: Exempt Department:  Trust   General Job Summary: Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.   Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank.  Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies.   Essential Duties and Responsibilities: Effectively communicate with internal and external clients, verbally and in writing Draft client communications with guidance from Advisor Prepare presentations for existing clients Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.  Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor Maintain service standard activities, COI activities, and other required calling activities   Other Functions: Provide office coverage and support in emergency situations Perform other duties as assigned   Working Conditions:  Office setting requiring sitting and standing   Minimum Job Requirements:   Education: High School Diploma or GED Equivalent; BA/BS preferred Specific Skills: Proficient computer application skills in word processing and spreadsheets (Word, Excel) Self-motivated and dependable Ability to learn trust system and new technology Independent decision making ability within limits set by the Wealth Management & Trust Department Professional communication skills, both written and verbal, with all levels of personnel and clients Professional grammar, spelling and business writing skills Ability to develop and implement problem solving skills Ability to prioritize and organize work Ability to function independently in a multi-task environment, as well as part of a team Ability to maintain confidentiality Must be detail oriented Professional appearance and demeanor Knowledge of investment, fiduciary, and estate planning concepts is a plus Work experience in a trust department or related field is a plus   Specialized:           None Licenses:                None Supervisory Responsibility:            None   Physical requirements:  The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type.  All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.