Trust Operations Specialist

Dime Bank; Norwich (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

Dime Bank's Trust Services office in Norwich is seeking a Trust Administrator to provide operational and administrative support to Trust Officers and clients. You will handle client communications, records, and reports while upholding strict confidentiality and compliance with policies.

The role emphasizes accuracy, professional presentation, and the growth of subject-matter knowledge within wealth management, with opportunities for advancement as responsibilities expand.

Qualifications

• Knowledge of state and federal regulations and compliance guidelines.
• Strong attention to detail; efficient, well-organized, and accurate.
• Ability to work in a fast-paced environment and meet defined deadlines.
• Professionalism in appearance and demeanor.
• Basic knowledge of wealth management terminology and financial and estate planning concepts.
• Self-motivation and ability to work independently and proactively.
• Excellent interaction with customers and coworkers.
• Excellent verbal and written communications skills.
• Proficiency with Windows Office, Outlook, Excel, as well as other basic computer skills.

Responsibilities

• Delivering outstanding service experiences when interacting with customers and internal partners.
• Ensuring accuracy and timeliness in reports, reconciliation, and documents.
• Maintaining files, documents, and records in compliance with policies.
• Generating correspondence.
• Assisting with marshaling, management, and transfer of securities and assets.
• Compiling information for tax and legal filings.
• Assisting with administration of client estates and trusts.
• Prioritizing all activities with feedback from Trust Officers.
• Adhering to bank, state and federal guidelines for compliance.
• Providing daily departmental support for account setup, balancing, and reviews.
• Participating in business development opportunities and outside referrals.
• Coordinating activities of Trust Officers with other departments and branches.
• Performing other duties and potential travel as required.

Skills

Regulatory compliance

Detail orientation

Client service

Verbal & written communication

Independent work

Team player

Wealth management knowledge

Office software

Tools

Windows Office

Outlook

Excel

Job description

Dime Bank's Trust Services office in Norwich is seeking a Trust Administrator to provide operational and administrative support to Trust Officers and clients. You will handle client communications, records, and reports while upholding strict confidentiality and compliance with policies.

The role emphasizes accuracy, professional presentation, and the growth of subject-matter knowledge within wealth management, with opportunities for advancement as responsibilities expand.