Position: Trust Associate
Department: PIM Trust
Reports To: SVP, Director of Operations
Employment Status: Full-Time, Exempt
Office Location: Delaware; Hybrid
Job Summary
Oversee the daily business and affairs of PIM Trust. Duties include the administration of PIM Trust fiduciary business and provide timely and accurate management reports on the PIM Trust business to members of the senior management team.
Job Specific Responsibilities and Duties:
- Administer a variety of fiduciary accounts, assuring a superior level of client service.
- Be able to distinguish between different types of trust documents and assist in making judgments in matters requiring exercise of discretion.
- Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
- Assist in account set-up and preparation of materials for management committees.
- Set up physical and electronic files.
- Create Welcome and Admin Letter to clients.
- Maintain client service standards in all client communications.
- Work with affiliated entities, including internal audit, as needed.
- Provide account administrative services to PIM Trust, operating subsidiaries, private label trust companies and other business channels as they develop.
- Assist MD/STO in providing guidance to staff on new and high level fiduciary relationships.
- Support marketing efforts of regional banks as needed.
Basic Responsibilities:
- Respond to incoming calls, e-mails, mail and in-person requests.
- Comply with company policies, practices and procedures.
- Attend meetings and prepare follow-up as needed.
- Set goals, prioritize and execute duties of the position.
- Manage documents, files and electronic information in an organized, efficient and secure manner.
- Interact with customers in a professional and pleasant manner.
- Represent company as a professional in appearance and manner.
- Communicate written and oral communication at the highest level of professionalism and integrity.
- Perform quality and quantity duties as expected for position.
- Complete company required training courses as assigned.
Qualifications:
- Bachelor’s degree (B.A., B.S.) from four year college or university.
- Two to five years related experience and/or training; or equivalent combination and experience.
Job Specific Requirements:
- Ability to use a trust accounting system.
- Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
- Handle multiple projects simultaneously.
- Execute tasks with accuracy and attention to detail.
- Perform responsibilities with honesty and integrity.
- Maintain a professional level of stress tolerance.
- Possess ability to adapt to changing environment.
The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retain and reserve any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. Emigrant Savings Bank and its subsidiaries and affiliates are Equal Opportunity and Affirmative Action employers.
