Trust & Wealth Advisor

Full-time/Part-time

Shift

Location

• Auburn, AL, USA
• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Effectively manage client portfolios. Administer and manage client trust portfolios consistent with the Firm's policies while meeting the financial needs of clients. Review transaction report to verify accuracy of transaction description, posting to appropriate account, and identification of any unusual transactions for suspicious activity. Respond to client inquiries/requests and to internal referrals. Participate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services. Attend TAC meetings, DTC meetings and/or TIC meetings as well. Prepare New Account Acceptance documents, present for approval and facilitate account being opened on the System and file structure with operations staff. Review and approve submitted new accounts. Prepare encroachment requests. Conduct reviews of trial balance report for overdrafts and cash positions. Update completed ticklers. Complete annual account reviews. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

Minimum Requirements

• Stand or Walk Regularly
• Sit Regularly
• Talk and Hear Regularly
• Climb, Bend, Kneel, Crouch, or Crawl Regularly
• Ability to see objects up close or at a distance, use peripheral vision, identify basic colors