Trust Client Specialist

The primary function of the Trust Client Specialist is to provide sales and administrative support to an individual or small group of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc. Support includes direct contact with clients and internal partners in all aspects of the client relationship from onboarding to day-to-day account management, compliance and client service. Strong communication, attention to detail, ability to multi-task and organization are critical skills.