Trust Associate

Jobtailor; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

FNBO seeks a Trust/Wealth Management professional to support client relationships, respond to inquiries, and manage trust document transactions. The role emphasizes collaboration, accurate documentation, and compliance with BSA/AML policies. Strong communication with clients and internal teams is essential.

Ideal candidates have a Bachelor’s degree and knowledge of financial concepts related to investments, insurance, and estates, with CTFA preferred and sponsorship not required.

Qualifications

• Bachelor's degree in a related field.
• Understanding financial concepts related to investments, insurance, taxes, and estates.
• Ability to work collaboratively within a team.
• Effective written and verbal communication per FNBO policies.
• Demonstrated detail orientation and multitask priorities.
• Strong analytical and decision-making skills.
• Experience in Trust or Wealth Management (preferred).
• CTFA Certification (preferred).
• Unrestricted work authorization; sponsorship not required.

Responsibilities

• Provide ongoing customer relationship management support to retain accounts and expand client relationships.
• Research, resolve and respond to clients’ inquiries/issues in a timely and professional manner.
• Ask the right questions and listen to customers to understand their needs or issues.
• Assist with projects and general office duties as assigned.
• Understand and contribute to customer experience and communications with centers of influence (e.g., accountants and attorneys).
• Read and interpret Trust documents to manage opening, funding, closing and transferring processes.
• Prepare and maintain forms and documentation with approvals from Trust Advisor.

Skills

Customer Relationship Management

Analytical skills

Communication skills

Team collaboration

Decision making

Education

Bachelor's degree

Tools

Trust Desk

Wealth and Trust Platform Systems

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

• Provide ongoing customer relationship management support to retain accounts and expand client relationships into the next generation
• Research, resolve and respond to clients’ inquiries/issues in a timely and professional manner
• Ask the right questions and listen to customers to gain an understanding of their needs, accurately identify and define customers’ needs or issues
• Perform necessary duties consistently and reliably to meet customer expectations
• Understand and contribute to intended customer experience to foster the relationship and perform duties as needed or requested, including regular and professional communication with centers of influence (i.e. accountants and attorneys)
• Assist with projects and general office duties as assigned
• Ability to read and understand the complexities of a Trust document in order to manage opening, funding, closing and transferring processes as well as regular maintenance of accounts according to bank policies and guidelines within the designated trust platform system or other technology tools
• Prepare and maintain appropriate forms and documentation per direction of the Trust Advisor to complete transactions ensuring completeness and appropriate customer, co-fiduciary, advisor, officer and/or committee approvals
• Demonstrate knowledge of the organization’s products/services and recommend proactively customer solutions
• Anticipate needs from the Trust Advisory team
• Complete multiple tasks by prioritizing time with the team and working together to communicate ongoing activities
• Properly execute transactions in a timely manner
• Communicate on a regular basis with Trust Advisors regarding opportunities to enhance the relationship with clients
• Establish a good working relationship with peers to build trust and support
• Develop awareness of how assigned duties and tasks integrate with and affect the work of others
• Develop and maintain strong relationships with business partners across the organization to facilitate everyday transactions
• Follow-up with both clients and/or internal contacts to verify the clients’ needs are being met
• Facilitate and monitor exception decisions to ensure no unnecessary delays impact workflow or client expectations
• Identify areas where efficiency and process improvement are needed within own area of work
• Regularly use process improvement tools and techniques to assess and simplify workflow
• Understand and comply with the Bank's policies, regulations and BSA/AML Program, which includes, but is not limited to the following: Comply with the Bank's Customer Identification Program and Customer Due Diligence Policy, Identify, monitor and report suspicious activity, Complete BSA/AML/Compliance training in a timely manner as directed by management
• Exhibit professional behavior and promote a positive work environment, contribute to the team and understand and strive toward department goals
• Maintain regular and predictable attendance in alignment with departmental/divisional policy

Requirements

• Bachelor's degree
• Understand financial concepts as related to investments, insurance, taxes, and estates
• Ability to work collaboratively and cohesively within a team environment
• Willingness to openly share information with others and readily offers support for others when possible
• Ability to work with a variety of clients and professionals as well as employees of organization
• Proficiency in writing and using electronic communication appropriately, consistent with FNBO policies
• Demonstrated detail orientation and ability to multitask priorities
• Strong analytical and decision-making skills
• Demonstrated knowledge and use of relevant technology and comfort working with several forms of technology (Microsoft Office Suite - Word, Excel, and PowerPoint, Trust Desk or similar platform)
• Ability to listen attentively to customer’s needs and respond accordingly
• Ability to communicate confidently with a client demonstrating poise while speaking
• Able to build credibility and trust by demonstrating knowledge and capabilities in multiple areas of the business among co-workers and clients.
• Previous experience in Trust or the Wealth Management industry (preferred)
• CTFA Certification (preferred)
• Working knowledge of Wealth and Trust platform systems (preferred)
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Core Competencies

Demonstrates strong customer relationship management skills, with the ability to understand and address client needs effectively. Proficient in financial concepts related to investments, insurance, and estates, while utilizing relevant technology to enhance workflow and communication.

Highest-signal resume keywords

• Customer Relationship Management
• Financial Concepts Understanding
• Trust and Wealth Management Experience
• CTFA Certification
• Microsoft Office Suite Proficiency

ATS Optimization Keywords

Hard Skills

• Customer Due Diligence
• Transaction Execution
• Process Improvement
• Detail Orientation
• Analytical Skills

Soft Skills

• Team Collaboration
• Effective Communication
• Trust Building
• Problem Solving
• Professional Behavior

Certifications & Qualifications

• CTFA Certification

Industry Keywords

• BSA/AML Compliance
• Customer Identification Program
• Trust Document Management
• Client Needs Assessment
• Investment and Estate Knowledge

Tools & Technologies

• Trust Desk
• Wealth and Trust Platform Systems
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint