Hybrid Trust Specialist - Client Support & Admin

Cumberland Trust; Nashville (TN); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Fully paid medical insurance

Job summary

Cumberland Trust is seeking a Trust Specialist to provide essential administrative support to the Trust team. The role includes answering calls, writing correspondence, and assisting with client support using basic trust and tax knowledge.

You will also handle data entry and processing of financial transactions and maintain trust documentation. After a learning period, the position becomes hybrid in-office and home-based.

Qualifications

• Bachelor’s degree preferred in finance, business, tax, or law.
• Minimum 1 year of experience with banking, trust administration, or customer service.

Responsibilities

• Provide administrative support to the Trust team, including answering phone calls and writing correspondence.
• Assist others in the department with client support using basic trust and tax knowledge.
• Perform data entry and processing of financial transactions; maintain documentation and files on trusts.

Education

Bachelor’s Degree preferred

Job description

Cumberland Trust is seeking a Trust Specialist to provide essential administrative support to the Trust team. The role includes answering calls, writing correspondence, and assisting with client support using basic trust and tax knowledge.

You will also handle data entry and processing of financial transactions and maintain trust documentation. After a learning period, the position becomes hybrid in-office and home-based.