Trust and Estate Onboarding Specialist – Operations

Role Overview

• Play a key role in the new account onboarding process for Trust and Estate accounts within Personal Trust.
• Act as a trusted partner across the business and collaborate with stakeholders from multiple departments.
• Ensure all account documentation and client information is complete, accurate, and compliant.
• Coordinate with cross‑functional partners to onboard new Trust and Estate accounts efficiently and accurately.
• Ensure compliance with all applicable regulations and requirements, including AML, CIP, KYC, DOL, and Fiduciary Rules, as well as bank policies and procedures.
• Review, interpret, and apply estate planning documents and trust agreements.
• Apply product‑specific expertise across a range of offerings, including Account Fees, IRAs, Custody, Agency, Entity, Charitable, Trust, and Estate accounts.
• Support additional responsibilities such as reporting, projects, quality reviews, and other operational initiatives as needed.

Requirements

• Five years or more of related experience
• Bachelor's degree
• Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
• Ability to multitask and meet established deadlines in a dynamic work environment
• Exhibits analytical, problem-solving, decision-making, and organizational skills
• Exhibits customer relation skills, interpersonal, and verbal and written communication skills
• Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• Proficient in Microsoft Office applications, preferably Excel

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law