Trust Administration Asso In , | Careers At

Boston Private Bank Trust Company
San Mateo, USA
Sep 10, 2020
Sep 19, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Trust Administration Asso Job Locations US-CA-San Mateo Posted Date 2 days ago (8/6/2020 2:39 PM) Job ID 2020-2531 # of Openings 1 Overview
The Trust Administration Associate in our San Mateo location will assist Fiduciary Advisors and Trust Officers in the daily administration of Trust & Fiduciary Services relationships and engagements as well as handle additional responsibilities as identified by the Chief Fiduciary Officer (such as ensuring process consistency for trust staff, effective on-boarding of new business, leading Trust Associate projects, etc.).
  • Assist Trust Officers and/or Fiduciary Advisors in the management of trust relationships, including on-boarding, administration, and accounting closings
  • Oversee Trust Associates in execution of Daily Account Transactions: bill paying to be processed by Operations, review of daily transaction history, prepare wire documents as needed, review daily overdraft reports, and check reject log
  • Prepare correspondence and reports for Trust Officers and/or Fiduciary Advisors
  • Work directly with clients as requested by the Trust Officers and/or Fiduciary Advisors, and research customer inquiries in a timely manner
  • Provide support to Trust Officers and/or Fiduciary advisors in their business development efforts
  • Ensure that incoming mail is processed and delivered to Trust Officers and/or Fiduciary Advisors
  • Research client inquiries as directed by Trust Officers and/or Fiduciary Advisors
  • Prepare discretionary review forms in support of Trust Officers and/or Fiduciary Advisors and participate in such evaluations
  • Initiate workflows and transaction, including preparation of requisite paper work (memos and transaction tickets) to be processed by Operations
  • Assist other trust department personnel as may be requested
  • Supervise and assist with the completion of projects as requested
  • Attend training as available and requested
  • Review monthly fee calculation and fee related transactions reports for Trust Officers and/or Fiduciary Advisors
  • Miscellaneous scanning, indexing, filing, file retrieval, and preparation of documents for relationship file maintenance purposes
  • Retrieve necessary reports for Reg 9 initial and annual administrative reviews for Trust Officers and/or Fiduciary Advisors and complete the review process for review and approval
  • Provide backup assistance when other Associates are on vacation or sick
  • Train new Associates and provide ongoing advice and mentoring
  • Take the lead in and implement significant additional projects as identified by the Chief Fiduciary Officer
  • Contribute to the fostering of a strong, team-oriented, positive culture
  • Bachelor's degree or equivalent experience required
  • Educational certifications (CTFA, CFA) preferred
  • 5 years working in a Trust department of a Bank
  • Ability to provide training to trust associates on systems, processes, and policies
  • A professional attitude and appearance
  • Ability to multitask and maintain thorough documentation of activities
  • Ability to draft professional and effective letters and presentations
  • Strong knowledge of Microsoft Word, Excel, and Outlook
  • Familiarity with Trust Accounting Systems
  • Ability to work under pressure
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