Description: Our client is currently seeking a Trust Admin/Associate
• How many hours per week - 40? Yes • 100% Monday - Friday in-office? In office - 8-5 • What will training look like? On-the-job, shadowing, department procedures • Temp Length Time? at least 6 months
This job will have the following responsibilities:
Work through two cleanup efforts - authorized signer removal, trust log review, and deceased file cleanup.
Summary of work would be reviewing backlog of Trust account cases (members opening a trust account or converting their existing account to trust account) and performing file review/status cleanup, reassigning work, and in some cases outreach to member by mail and phone.
Mailing letters to members for authorized signer removal and performing account maintenance.
Deceased file review for completion and any action needed.
Qualifications & Requirements:
The ideal candidates have banking experience and experience reviewing/understanding trust documents.
Self-motivated, able to work independently, organized, attention to detail.
Contact: agiuliano@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com
