Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Job Description
Trust Estate Officer IV
The Trust Estate Officer IV serves as a relationship manager to larger and more complex relationships providing comprehensive wealth management advice and counsel on a broad array of wealth planning issues.
This position will act as the fiduciary resource for a specific area of account administration and will ensure proper management and administration for a large variety of assigned accounts adhering to applicable laws and regulations as well as complying with all requisite policies and procedures.
Position will act as the intermediary to the organization on behalf of clients and coordinate service activities with other areas of the organization.
The position's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division.
Position Competencies
Successful incumbents possess integrity and trust, attention to detail, listening skills, problem solving skills, ability to work independently, great analytical skills and interpersonal business communication skills, strong writing and verbal communication skills and the ability to coach and guide staff members.
Position Responsibilities :
This includes 1) the use of Planning Station's cash flow analysis (where applicable), 2) the completion of a current risk tolerance questionnaire and resulting asset allocation analysis, 3) obtaining an executed Investment Policy Statement, and 4) participate in the review of an investment proposal, as appropriate for the account.
Last updated : 2024-05-07
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