Private Account Administrator Ii - Personal Trust

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Private Account Administrator II - Personal Trust
The candidate will be reviewing and administering a portfolio of trust accounts in accordance with the governing documents; managing customer relationships by fully understanding their needs and delivering an excellent experience; and profiling clients and establishing goals, objectives, and risk parameters. The candidate will comply with all laws, regulations and internal policies. Should have a Bachelor's degree in a related field and 3+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school. Demonstrated ability to administer complex fiduciary accounts. Excellent written and verbal communication skills. Proficient in Microsoft applications. CTFA, CFP, or similar professional designation is preferred.

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