Account Administration PositionPOSITION SUMMARY:
Responsible for the administration of accounts, involving one of the following areas: trusts, estates or agencies; represents the company in business activities and contacts with customers, attorneys, and beneficiaries relating to these accounts.
ESSENTIAL REQUIREMENTS:
Sets up estates, trusts, agency accounts and guardianships as assigned, typically those with routine administrative problems. Studies nominating instruments to determine terms, responsibilities and duties of the company. Carries out initial processing, such as preparing records, making payments for expenses, compiling inventories, and obtaining releases of assets. Administers assigned accounts in accordance with terms specified in trust instrument. Maintains contacts with customers to discuss and advise on problems, explain terms and specifications of the will and/or trust, and to arrange for payments acceptable under the terms of the trust. Recommends to senior officers the position the company should take on questions of a non-routine nature. Controls and oversees the maintenance of related records and files. Develops new business and confers with potential customers. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS: Performs all other duties as assigned.
EXPERIENCE/SKILLS:
Two (2) to three (3) years trust experience preferred. Good PC skills--proficiency in Word and Excel essential. Ability to be proactive, take initiative, and carefully monitor, follow through, and complete every project/responsibility. Good written and verbal communications skills. Highly motivated. Professional demeanor. Analytical and problem-solving skills with attention to detail. Good relationship management skills.
EDUCATION: Bachelor's Degree preferred.
TRAVEL REQUIREMENTS: Ability to travel as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT: MS Office PC, fax, phone and standard office equipment
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
