Trust Client Services Specialist

Jobtailor; Brooklyn (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Jobtailor is seeking a Trust Administrator to support the Trust Officers in day-to-day trust operations in Ohio. The role requires meticulous attention to detail, strong client service skills, and proficiency with Microsoft Office and Salesforce.

You will collaborate with centralized support, monitor accounts for overdrafts, and assist in pipeline activities. Responsibilities include processing trust transactions, ensuring proper fee setup, and preparing reports and correspondence.

Qualifications

• Associate’s degree in business‑related field or equivalent work experience (preferred).
• Experience in financial services or client service required.
• Experience in a trust department preferred.
• Strong customer service, communications, problem solving and organizational skills.
• Ability to collaborate effectively within a team.
• Attention to detail.
• Proficient in Microsoft Office and web-based portals.

Responsibilities

• Provide trust administration to support the assigned Trust Officer(s).
• Perform day-to-day trust administration on assigned accounts accurately and by deadlines.
• Interface with centralized support to ensure completion.
• Ensure fees are set up correctly as directed by Trust Officer/Fiduciary Strategist.
• Monitor accounts daily for overdrafts and un-invested cash.
• Build and maintain strong client contact and provide sales support to team.
• Follow up on client issues and relay information to clients through correspondence, telephone communications and conferences.
• Resolve client requests and refer complex inquiries to Trust Officer/Fiduciary Strategist.
• Assist Trust Officer in managing business pipeline activity through Salesforce.
• Prepare various reports, correspondence, technical documents and special projects as requested.

Skills

Customer service

Communication

Problem solving

Organization

Team collaboration

Attention to detail

Salesforce

Education

Associate’s degree in business‑related field or equivalent

Tools

Microsoft Office

Salesforce

Web portals

Job description

Jobtailor is seeking a Trust Administrator to support the Trust Officers in day-to-day trust operations in Ohio. The role requires meticulous attention to detail, strong client service skills, and proficiency with Microsoft Office and Salesforce.

You will collaborate with centralized support, monitor accounts for overdrafts, and assist in pipeline activities. Responsibilities include processing trust transactions, ensuring proper fee setup, and preparing reports and correspondence.