Trust Operations Associate III- Account & Asset Specialist

Job description

Description Hours: Role: The Associate serves as the key liaison between the Trust Department and the Trust Operations team and is primarily responsible for new account setup, account maintenance (including account closures), asset transfer(s), registration, valuation/pricing, and maintenance. Participation in ongoing continuing education is required for keeping abreast of industry best practices in Trust Operations. The Associate serves in a “back-up” capacity to other departmental positions. - Standard 8-hour day: Core hours are from 8:00 am to 3:00 pm, with flexibility to work 8:00 am-5:00 pm or 7:00 am and 4:00 pm - Additional days, hours, and overtime may be required during periods of high transactional volume Essential Functions & Responsibilities: Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. - Maintain positive interactions with customers, adhering to established service standards - Handle daily operational duties, including new client account openings and...