Trust Specialist

Full-time/Part-time

Shift

Location

• Columbus, GA, USA
• Builds strong relationships with clients and manages and anticipates client needs to respond to inquiries, research and resolve account issues, and provide beneficial information. Works directly with clients in tandem with Relationship Managers and internal business partners in the development of recommendations and solutions for clients.
• Coordinates and monitors all daily activities and transactions necessary for the efficient administration of accounts including account opening and closing, cash management, asset transfers, bill review and payment processing, cash disbursements, charitable gifting, private banking, and correspondence. Identifies risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes.
• Institutional Trust Team: Prepares and manages client investment policy statements and investment documentation forms. Obtains signatures and maintains documentation.
• Personal Trust Team: Coordinate client tax, estate and personal issues with CPAs, attorneys, insurance agents and other service providers.
• Provides administrative support to the Relationship Managers and assists with gathering information required for presentations. Assists with the development of proposals, presentations, marketing materials and other business communications. Works directly with the management team to develop and/or modify policies, procedures and processes related to department activity.
• Develops and maintains more complex department financial, statistical and other ad hoc reports. Collects and organizes data from several sources, including system data extract and download . Works with the Information Technology systems administration teams to ensure data accuracy, integrity and confidentiality is maintained.
• Maintains effective working relationships with system or servicing third party business partners as requested. Serves as a liaison facilitating the prompt resolution of system issues and other service support issues. Partners with internal teams on system related projects and functional user issues and service requests.