Role OverviewSupport clients, guide colleagues, and improve administrative practices across branches. Serve clients and beneficiaries, mentor colleagues, and help strengthen administrative practices.
What You Will Do
Support account administration, provide responsive service to clients, coordinate branch workflows, and train Trust Administrators.
Why It Might Be a Fit
Strong knowledge of fiduciary and investment account administration, ability to guide and develop colleagues, and proficiency with specialized software.
Requirements
- Associate degree
- At least five years of related experience and/or training
- Three years of management/leadership experience
- Strong knowledge of fiduciary and investment account administration
- Ability to guide and develop colleagues
- Proficiency with spreadsheets, word processing, and specialized software
Benefits
- Paid time off
- 11 paid holidays
- Medical, dental, and vision coverage
- 401(k)
- Life insurance
- Transportation stipend
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