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Trust Associate

Company: Caldwell Trust Company
Location: Sarasota
Posted on: December 3, 2019

Job Description:

The position is responsible for serving as an assistant to a trust officer. - -The person in this role should have a minimum of 5 years of experience in the banking or a related industry. Direct experience in client services, sales, investment management and trust administration are a plus. -Responsibilities:Assist Trust Officers in fiduciary, administrative and investment management services for client relationshipsServe as a contact for clients to fulfill their requests and resolve any issuesAssist Trust Officers in retaining client base by delivering the highest level of client service through working with the entire CTC team including client services, investments, operations and ITComplete all required account reviews and adhere to CTC policies and procedures as it relates to account managementUtilize and ensure prospect/client/COI information is appropriately entered, updated, and managed in the CTC log systemParticipate actively in community affairs and professional associationsRecommend enhancements to current policies, procedures and technologyDesired Skills:Demonstrate a minimum knowledge in the areas of trust administration, estate planning strategies, gift and estate tax mattersDemonstrate an understanding of financial markets and investment theoryOperate effectively in an environment that stresses both individual accountability and team-based performanceAbility to use all Microsoft Office software including: Word, Excel, PowerPoint, Outlook and AccessParticipate in a Trust education program, i.e. Trust School

Keywords: Caldwell Trust Company, Sarasota , Trust Associate, Other , Sarasota, Florida

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