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Alternate job titles: Trust Administrative Support Assistant | Trust Assistant | Trust Customer Support Assistant

Supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Tracks confirmations, audits transactions according to policy. Researches and resolves any issues. May require an associate degree. Typically reports to a supervisor. Works under moderate supervision. Gains or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification. more...



Alternate job titles: Trust Administration Assistant | Trust Administrative Support Assistant | Trust Customer Support Assistant

The Trust Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Assistant works under moderate supervision. Gains or has attained full proficiency in a specific area of discipline. Working as a Trust Assistant typically requires 1- more...


Alternate job titles: Trust Officer I

The Trust Portfolio Administration Officer I facilitates internal service coordination to resolve issues and respond to client requests. Assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Being a Trust Portfolio Administration Officer I typically requires a Bachelor's degree. Provides consultation on financial and wealth management matters. In addition, Trust Portfolio Administration Officer I typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administ more...


Alternate job titles: Trust Officer II

The Trust Portfolio Administration Officer II identifies and develops new business relationships and cross selling opportunities with existing clients. Administers trust accounts and manages relationship with clients. Being a Trust Portfolio Administration Officer II requires a bachelor's degree. Advises clients on tax, investment or other financial matters. In addition, Trust Portfolio Administration Officer II typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administration Officer II occasionally directed in several aspects of the work. Gains exposure to s more...



Alternate job titles: Trust Team Manager

The Trust Portfolio Administration Team Manager may manage the administration of other credit and wealth management related products and services. Manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. Being a Trust Portfolio Administration Team Manager typically reports to a head of a unit/department or Top Executive. Typically requires a bachelor's degree. The Trust Portfolio Administration Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions more...


Alternate job titles: Trust Officer III

The Trust Portfolio Administration Officer III facilitates internal service coordination to resolve issues and respond to client requests. Administers a portfolio of complex and large trust accounts and develops business relationships with client. Being a Trust Portfolio Administration Officer III generates new business with existing clients. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues. In addition, Trust Portfolio Administration Officer III provides consultation on financial and wealth management matters. Typically requires a bachelo more...



Alternate job titles: Trust Administration Assistant | Trust Assistant | Trust Customer Support Assistant

The Trust Administrative Support Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Administrative Support Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Administrative Support Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Administrative Support Assistant works under moderate supervision. Gains or has attained full prof more...


Alternate job titles: Trust Administration Assistant | Trust Administrative Support Assistant | Trust Assistant

The Trust Customer Support Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Customer Support Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Customer Support Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Customer Support Assistant works under moderate supervision. Gains or has attained full proficiency in a specific ar more...


Alternate job titles: Trust Portfolio Administration Team Manager

Manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Typically requires a bachelor's degree. Typically reports to a head of a unit/department or top executive. Typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Typically requires 3+ years of managerial experience. more...



Alternate job titles: Trust Portfolio Administration Officer I

Assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Facilitates internal service coordination to resolve issues and respond to client requests. Provides consultation on financial and wealth management matters. Typically requires a Bachelor's degree. Typically reports to a manager or head of a unit/department. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. more...


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