Under general direction, will work with senior lead officers to manage larger trust relationships. Will provide administrative and clerical support to design/complete tasks, projects, and related activities for executives, administrators, or managers in order to meet the goals and objectives of the Trust Company.
New Accounts set up – Ensure that all required paperwork is completed for new account set up and forms are in files. New account set up entered into trust accounting system.
Closed Accounts – review all required paperwork and confirm all appropriate information deleted from computer system.
Attend and take lead in preparing for routine client meetings on team managed accounts. Assist Senior Account Administrator in preparing for sensitive client meetings.
Execute communication plan agreed to by Senior Account Administrator including timely and accurate correspondence with clients as necessary for administration of their account.
Assume responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Senior Account Administrator on complex administrative matters.
Perform annual accountings for court on Conservatorship and Estate accounts. Senior Account Administrator to approve.
Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts subject to approval by Senior Account Administrator.
Responsible for annual reviews on team assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents.
Responsible for maintaining all trust company customer filings as instructed by the Account Administrator.
Maintains and organizes files and coordinate shipment of transfer and closed account files to storage archives.
Takes lead on trust company seminars by performing a variety of duties including preparing fliers, building informational packets, and serving as host/hostess.
Performs miscellaneous assignments as needed including delivery of documents, typing and data entry.
Anticipate needs of Senior Administrative Officer and prepares preliminary work on various future projects.
Will accompany Account Administrators on client calls as needed.
Create graphs and charts for presentations to existing and prospective clients.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
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