Account Officer Specialist
Core
Administrative and fiduciary support for Trust, Account, and Investment officers, focusing on client service, account administration, and sales support.
Role type
Account Officer Specialist (Administrative & Fiduciary Support)
Builds
Client service experiences, trust administration workflows, and sales support materials
Domain
Banking / Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Client service and relationship management, Trust administration and estate planning basics, Financial and investment concepts, Tax reporting (income, gift, estate), CRM data management, Microsoft Office proficiency, Risk assessment and compliance
Preferred skills
Multigenerational trust management, Discretionary income distribution, Sales proposal development, Industry trend analysis
Responsibilities
Monitor and service client calls and emails, Administer multigenerational trusts, Partner with officers to retain clients and resolve issues, Prepare monthly reports and marketing materials, Ensure compliance with fiduciary policies, Process account openings/closings and distributions
Seniority
Individual Contributor, Mid-level (2+ years experience)