About this role
Role Overview
- Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts
- Nurtures long standing relationships with clients by delivering high quality and responsive service
- Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
- Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
- Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys
Requirements
- Bachelor’s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
- PREFERRED: Trust system experience (e.g., SEI’s Trust3000)
- PREFERRED: Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
Benefits
- Up to 5% travel
- Uninterrupted virtual work space requirement
- Internet work speed requirement of 25 Mbps or better for individual use