Trust Administrator

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

+ Makes presentations to clients/prospects in conjunction with others based upon their needs.
+ Manages trust, agency or probate accounts in the role of trustee.
+ May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.
+ Reviews and interprets trust documents to ensure compliance.
+ Assesses assets for risk identification.
+ Works with stakeholders to ensure proper documentation and administration decisions.
+ Supports the execution of strategic initiatives in col...

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