Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Job Title: Trust Onboarding Coordinator (Trust Concierge)
FLSA Status: Non-Exempt
Hours: Full-Time
Summary
The Trust Business Onboarding Coordinator is a member of the Trust New Business Team and is responsible for the intake of trust new business referrals. This role interfaces daily with clients, Trust Officers, and the trust new business staff to fully onboard new trusts. This role is responsible for delivering outstanding client experiences to the client firms in the NAT network in such a manner to generate additional trust referrals. Trust new business is a critical function at NAT and this position is a critical success factor for the growth of NAT’s trust account portfolio. The Advisor Relations team is responsible for generating interest and source trust referrals and the Trust New Business team is responsible perform the duties to onboard. The individual in this role is results-driven, passionate about delivering an incredible client experience, and highly responsive. Overall, this role is a producer for new trust business and is laser focused on delivering an outstanding client journey through the onboarding of a new trust into NAT.
Responsibilities And Duties
Competencies
Experience
Work Environment: Professional, business setting
Physical Requirements
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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