Trust Administration Specialist

Job Description

The Trust Administration Specialist is responsible for performing a variety of duties including account administration, retaining current customer portfolios, conducting customer interviews and presentations, analyzing financial information, and reviewing client accounts regularly. This position is also responsible for remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.

Essential Functions

• Comply with Trust policies and procedures
• Assist with sett personal goals and targets
• Review customer account transactions daily
• Oversee / schedule client distributions / bill payments
• Schedule client meets on periodic basis
• Prepare / review customer documentation and agreements
• Manage personal workload / workflow
• Administer Trust relationships appropriately
• Conduct regular investment review of portfolio with Investment Officer
• Assure appropriate management of IRA's and funds
• Initiate and author client correspondence
• Cultivate potential referrals from exist accounts
• Analyze accurate customer needs
• Recommend investment / trust alternatives
• Finalize new agreements with customers
• Cross sell other Bank products and services
• Recommend improvements to procedures
• Maximize technology tools available
• Assure accurate information passed to Trust Operations
• Oversee system cod on individual accounts
• Adhere to stated Trust department fee schedules
• Minimize non standard fee schedules

Additional Essential Functions

Safety and Health for those without supervisory duties

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Bachelor's Degree business / finance / related

Work Experience

Customer service experience

General Employee Knowledge, Skills, and Abilities

Additional Knowledge, Skills and Abilities

Ability to analyze financial data

Client relationship management skills

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.