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Trust Administrator

Company: Eclaro
Location: New City
Posted on: June 20, 2022

Job Description:

Eclaro International is currently recruiting for Trust Administrator for one of our financial services clients.Job Description:Job Function

  • The Trust Administrator's main responsibilities will be in the support of multiple Trust Officers in the administration of Trust and Estate Accounts.Responsibilities
    • Participate in all aspects of Trust account opening, maintenance and closing
    • Prepare dB Force cases for transaction processing and account maintenance
    • Assist Officers in preparation of client communication and internal memorandum
    • Maintain and monitor trust accounts in accordance with Bank and Fiduciary Services Policy and Procedures
    • Research and remedy client inquiries and issues
    • Prepare and analyze information for Trust Officer.Essential Skills (incl. Technical/software):
      • Excellent client communication skills
      • Ability to multi-task and work under pressure, while adhering to internal policies and procedures
      • Excellent Microsoft skills (especially Word and Excel)
      • Ability to function effectively in a dedicated team environment
      • Ability to handle sensitive materials and information with discretion
      • Professional and articulate
      • Excellent interpersonal skills; well-developed oral and written communication skills
      • Good organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision makingEducational and Registration Requirements:
        • Undergraduate degreeEqual Opportunity Employer: E claro values diversity anddoes not discriminate based onRace, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Keywords: Eclaro, Yonkers , Trust Administrator, Other , New City, New York

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