Careers

Personal Trust Administrator

Employment Status:
Full Time
Location:
Ledyard Building, ATM Locations
Job Description:

POSITION SUMMARY:

· Maintain relationships with present clients while managing assigned and/or newly acquired Trust accounts.

· Coordinates with attorneys, co-trustees, investment advisors and CPA’s for the administration of client accounts.

· Works with lenders and branch staff to conduct joint sales calls.

· Cross-sell bank products while presenting trust proposals to current and prospective clients to meet individual and department sales goals.

· Stays current on applicable regulations and internal policies regarding the Trust Services Business.

MINIMUM QUALIFICATIONS:

1. Bachelors Degree in Finance or Business Administration

2. Strong understanding of Trust and Estate Administration.

3. Strong Communication Skills

4. Proven ability to work with teams