Trust Specialist

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 was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities.

We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.

Cumberland Trust is searching for a Trust Specialist. You will be providing administrative support to the Trust team. This support can be answering phone calls and writing correspondence, or it can be more complex such as using basic trust and tax knowledge to assist others in the department with client support. Data entry and processing of financial transactions are in the purview of this role. In addition, you will maintain documentations and files on trusts.

Here are some of the qualifications for this position:

• Bachelor’s Degree preferred, (finance, business, tax, or law is even better)
• Minimum 1 year of experience with banking, trust administration, or customer service
• Ability to be organized and detailed while meeting deadlines

After a learning period, this position will be a hybrid in-office / home role. Our company is heavily involved in service projects in the community, and we would love to have you join us.

• Cumberland Trust offers all the benefits that you would expect including an option for fully paid medical insurance for the employee.