Assistant Trust Officer - Capital First Trust Company

Assistant Trust Officer

Provides day-to-day administrative support for all aspects of trust administration under the guidance and direction of the Trust Officers.

Role Responsibilities

• Assist Trust Officers in all aspects of trust administration as directed by the Trust Officer including, but not limited to:
  • Prompt response to client distribution requests.
  • Processing distributions of cash and assets on the trust accounting system.
  • Setting up new trust accounts - drafting letters, preparing customer welcome packets, initial trust distributions and other trust installation tasks.
• Assist in the preparation of court accountings under the supervision of a Trust Officer.
• Prepare Trust Committee reports and minutes.
• Complete necessary filing and maintain client files.
• Preparation of client related documentation for account terminations, personal caregiver applications, etc.
• Assist Trust Officers in the distribution of trust tax returns.
• Support Senior Trust Officers by servicing and maintaining existing relationships.
• Manage compliance functions as assigned including supervising the work of Trust Administrators
• Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
• Provide coverage for Trust Officers as necessary.

Competencies

Communication Skills

• Use professional oral and written skills to project a positive image of the Company.
• Interact professionally with clients and associates at all times.
• Possess excellent verbal, written and interpersonal communication skills.
• Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

• Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
• Proficiency using Microsoft Office Suite of applications.
• Skilled with trust accounting software.
• Able to understand and follow company policies regarding information security, including password, multi-factor authentication, and remote access use.
• Demonstrate strong trust knowledge and extensive knowledge of CFTC's trust administration processes and procedures.

Organization

• Good time management skills.
• Attention to detail and accuracy.
• Ability to manage the stress of competing priorities and supervising people.
• Work effectively without continuous and direct supervision or guidance
• Regularly update client interactions in CRM database.

Judgment

• Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.
• Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
• Able to identify common attempts at information security scams, like email phishing.
• Swiftly refer problems/issues to the appropriate person(s) when necessary.
• Demonstrate visible commitment to the Company's strategy and guiding principles.
• Provide input to officers and management regarding process enhancement.

Role Qualifications

• Bachelor's degree or 4+ years of relevant trust administration experience.
• Experience working in the financial services industry or trust administration.
• A minimum of 18 months' administrative experience in an office setting.
• Courteous and positive attitude.
• Professional appearance.