Trust Clerk jobs in High Point, NC

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)

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Trust and Wealth Advisor
  • Pinnacle Bank
  • High Point, NC FULL_TIME
  • At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

    • We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
    • We hire experienced professionals who understand the industry and provide effective advice.
    • We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.

    But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

    SUMMARY OF POSITION:

    A Trust and Wealth Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Trust clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary advisor for a portfolio of clients.

    PRIMARY RESPONSIBILITIES:

    • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
    • Effectively manage client portfolios. Administer and manage client trust portfolios consistent with the Firm's policies while meeting the financial needs of clients.
    • Review transaction report to verify accuracy of transaction description, posting to appropriate account and identification of any unusual transactions for suspicious activity.
    • Respond to client inquiries/requests and respond to internal referrals.
    • Participate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services.
    • Attend TAC meetings, DTC meetings and/or TIC meetings as well.
    • Prepare New Account Acceptance documents, present for approval and facilitate account being opened on the System and file structure with operations staff.
    • Review and approve submitted new accounts.
    • Prepare encroachment requests.
    • Conduct reviews of trial balance report for overdrafts and cash positions.
    • Update completed ticklers.
    • Complete annual account reviews.
    • Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
    • Assist other team members as needed to ensure delivery of distinctive service.
    • Perform other related duties and responsibilities as assigned.

    DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:

    • College degree is preferred - finance or business-related field.
    • Minimum of 10 years' experience in financial services; with experience preferably in trust investment or wealth management.
    • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
    • Knowledge of federal banking regulations and compliance.
    • Knowledge of Trust products, service, policies, and procedures.

    DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:

    • Excellent interpersonal skills, including verbal and written communication skills.
    • Ability to work independently and prioritize daily tasks.
    • Effective analytical and mathematical reasoning skills with a strong attention to detail.
    • Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
    • Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
    • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

    POSITION STATUS: EXEMPT

    DATE: 09.01.2016

    Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.


    Pinnacle provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran’s status, genetic information, or any other status protected by federal, state or local law or ordinance.

     

  • Just Posted

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Customer Service Representative - Remote
  • Charitable Trust Administrators, Inc.
  • High Point, NC FULL_TIME
  • Job Summary The Customer Service Representative with extensive experience providing assistance in a busy call center setting. Strong dedication to helping customers resolve issues and cultivating a po...
  • 23 Days Ago

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Clerk
  • The Postal Service
  • Thomasville, NC FULL_TIME
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1...
  • Just Posted

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Postal clerk
  • USA Labor Service
  • Thomasville, NC FULL_TIME
  • POSTAL CLERK - $23.47 to $38.62 / hour NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government-related agency in terms of employees. The Postal Service ...
  • 22 Days Ago

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Dairy clerk
  • Harris Teeter
  • High Point, NC FULL_TIME
  • This is a full time position. Responsible for processing / stocking products according to Dairy / Frozen Standards, cleaning work areas, providing customer service, unloading stock, and reloading salv...
  • Just Posted

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Postal clerk
  • Postal Source
  • Thomasville, NC FULL_TIME
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1...
  • Just Posted

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0 Trust Clerk jobs found in High Point, NC area

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PT Administrative Assistant - Work From Home>
  • Zero Overdose
  • Salisbury, NC
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / $20 per hour - As an Administrative Assistant you'll: Provide gen...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Advanced Personnel Resources, Inc.
  • Burlington, NC
  • Job Description Job Description Advanced Personnel Resources is recruiting for an administrative assistant for our clien...
  • 3/28/2024 12:00:00 AM

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Administrative Support Assoc
  • North Carolina Agricultural and Technical State University
  • Greensboro, NC
  • Posting Details Classification Information Position/Classification Title Administrative Support Assoc Classification Typ...
  • 3/27/2024 12:00:00 AM

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Legal Administrative Support Specialist, Legal Department
  • Wake Forest University
  • Winston Salem, NC
  • Application Instructions: External Applicants: Please upload your resume on the Apply screen. Your application will auto...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • The Resource Company, Inc.
  • Winston Salem, NC
  • The Resource is hiring an Administrative Assistant for our client, a private investigation company, located in Winston-S...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Synerfac
  • Greensboro, NC
  • Details: Position: Administrative Assistant Location: Greensboro, NC Company: Manufacturing Company Responsibilities: Th...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • The Alliance Corporate Office
  • Greensboro, NC
  • Job Description Job Description We're looking to hire an Administrative Assistant tothat will fit into our fun-upbeat wo...
  • 3/24/2024 12:00:00 AM

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Administrative Assistant
  • The Alliance Corporate Office
  • Burlington, NC
  • Job Description Job Description We're looking to hire an Administrative Assistant tothat will fit into our fun-upbeat wo...
  • 3/24/2024 12:00:00 AM

High Point is a city located in the Piedmont Triad region of the state of North Carolina. Most of the city is located in Guilford County, with portions spilling into neighboring Randolph, Davidson, and Forsyth counties. High Point is North Carolina's only city that extends into four counties. As of the 2010 census the city had a total population of 104,371, with an estimated population of 108,629 in 2014. High Point is currently the ninth-largest municipality in North Carolina, and the 259th largest city in America. High Point is known for its furniture, textiles, and bus manufacturing. The ci...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,599 to $41,303
High Point, North Carolina area prices
were up 1.5% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020