Trust Client Specialist (Full - Time Temporary)

Job description

Location: Onsite a location listed on posted. Summary: The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals. Specific Duties included: - Daily and weekly cash movement between Trust and DDA’s for clients - Research and Notify appropriate parties of Class Actions - Coordinating directed trades (purchase and sells) with Trust Portfolio Manager. - Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance - Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consis...