Trust Specialist Ii

Profile

Trust Specialist II

The candidate will administer trust accounts, estates, investment agency, and IRA accounts in accordance with legal documents, provisions of state law and appropriate policies and procedures. Service and sales responsibilities are key components of this position. Maintain and administer a full load of existing accounts in full compliance with bank policies and procedures, applicable state laws, account documents, and regulations established by the Federal Reserve and the State Banking Commissioner. Review and maintain familiarity with all relevant information for assigned accounts including financial and tax status, risk tolerances, investment objectives and cash flow needs. This includes completion of initial, special and annual account review for assigned accounts. Assist and support Wealth Advisor in developing new client relationships and in expanding existing Wealth Management and the firm client relationships. Assist Wealth Advisor in completing account service calls in accordance with departmental standards to retain and expand current client relationships. Provide prompt response to all customer inquiries and requests. Maintain client account holdings and transaction records and file documentation in such order that files may be readily reviewed. Reports will be completed, and files organized to facilitate an analysis of client relationships, needs met, and services provided. Should preferably have law degree or Master’s or Bachelor’s degree in Accounting, Finance or other Business degree. Prior experience in banking, trust, investment, accounting, or law is preferred.

Additional Information

Job requisition ID: 2022-07859

Company info

First Interstate BancSystems
401 North 31st Street
Billings
Montana
United States 59101
Website : https://www.firstinterstatebank.com