Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Description
Summary
The Trust & Wealth Management intern will participate in wealth management operations and various department initiatives. The intern is responsible for contributing to a variety of initiatives and projects while gaining robust knowledge on the subjects covered. Responsibilities may include, but are not limited to, reviewing the wealth management division’s digital marketing strategy, partnering with financial advisors to assist in automating certain client communications, data entry and document preparation for personal and business financial plans, and hands on learning about becoming a professional financial advisor.
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Requirements
Skills/Experience/Education
Essential Mental & Physical Requirements
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.
0 Trust Administrator jobs found in Houma, LA area