AVP, Trust Operations - Account Specialist

AVP, Trust Operations - Account Specialist

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you!

Summary

This position works closely and assists the Wealth Advisors, Administrators and Administrative staff in providing support and timely completion of responsibilities that ensures customer satisfaction. This includes opening and closing accounts, disbursements, and deposits. Serves as a liaison between Planning Specialists, Wealth Advisors, Trust Officers, Client Service Assistants, and Operations.

Essential Duties and Responsibilities

• Works closely with the Wealth Advisors, Trust Officers, and the Portfolio Managers to facilitate seamless client relationship management including opening and closing client accounts.
• Maintains account maintenance (e.g. change of administrator, investment changes, etc.)
• Process incoming and outgoing transfer positions in customer accounts in an accurate and timely manner.
• Review and analyze financial data to calculate and compile information needed to maintain cost on individual security tax lots within each account.
• Processes the Date of Death valuations for accounts.
• Maintains original document vault for Wealth Management.
• Responsible for sending out stock gifts
• Responsible for turning on and off fees, transfer fees, and fee chaining accounts.
• Performs other duties as required.

Qualifications

Team-oriented, possess a positive attitude and work well with others Excellent interpersonal and customer service skills Good analytical and problem solving skills, including attention to detail Demonstrate a willingness to learn and apply new concepts, accept change and grow within the position Strong judgement, ethics, and decision making skills Ability to prioritize; handle multiple tasks; and work independently Strong organizational skills and detail-oriented with high degree of accuracy Strong written and oral communication skills Strong math and problem solving skills Must maintain confidentiality of client transactions and financial records Good phone voice with professional and well-groomed appearance Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Thorough knowledge of trust procedures, bank operations, products and services offered at the bank

Supervisory Responsibilities

None

Education and / or Experience

Bachelor's Degree and minimum of 3 years of Trust Operations experience in a financial services environment

Computer and Software Skills

Skilled in operation of a personal computer, including Microsoft Office Salesforce Fidelity Wealthscape Google

Certificates, Licenses and Registrations

None

Equal Opportunity Statement

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.