Trust Operations & Client Services Specialist

Ocean Community Chamber of Commerce; Norwich, Northern (CT, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Ocean Community Chamber of Commerce in Norwich, CT, seeks a motivated team player to support Trust Officers in operational, administrative, and relationship management activities. This role represents the Trust Department and the bank professionally in client interactions from the Norwich office.

The candidate will help maintain confidentiality, prepare reports, and assist with estates, trusts, and securities administration while ensuring compliance with policies and procedures.

Qualifications

• Knowledge of state and federal regulations and compliance guidelines.
• Strong attention to detail, organized and accurate.
• Excellent verbal and written communications skills.
• Experience in customer service, financial or legal services preferred.
• Proficiency with Windows Office and basic computer skills.

Responsibilities

• Provide operational and administrative support to Department customers and the Trust Officers.
• Deliver outstanding service experiences in written, electronic, telephone, and in-person communications.
• Ensure accuracy and timeliness in reports, reconciliations, files, and documents.
• Maintain files in compliance with regulatory and bank policies.
• Assist with marshaling, management, and transfer of securities and assets.
• Compile information for tax and legal filings.
• Assist with administration of client estates and trusts.
• Coordinate activities with other departments and branches; travel as needed.

Skills

Regulatory compliance

Attention to detail

Communication skills

Client service

Wealth management terminology

Independent work

Team interaction

Office software

Tools

Outlook

Excel

Word

PowerPoint

Job description

Ocean Community Chamber of Commerce in Norwich, CT, seeks a motivated team player to support Trust Officers in operational, administrative, and relationship management activities. This role represents the Trust Department and the bank professionally in client interactions from the Norwich office.

The candidate will help maintain confidentiality, prepare reports, and assist with estates, trusts, and securities administration while ensuring compliance with policies and procedures.