Trust Administrator

Description

Are you detail-oriented, relationship-focused, and passionate about helping clients achieve their financial goals? We are seeking a Trust Administrator to support our Trust and Wealth Management team by delivering exceptional service to clients, ensuring accurate administration of trust accounts, and supporting the growth of our trust business.

In this role, you will work closely with Trust Officers, Investment Managers, and clients to help manage trust relationships, coordinate account activity, and provide outstanding client experiences.

What You'll Do

• Coordinate and support client meetings, reviews, and presentations.
• Participate in client meetings and assist in maintaining strong client relationships.
• Open, maintain, and close trust and investment accounts.
• Monitor daily account liquidity, trading activity, contributions, and distributions.
• Review trust documents and account information to ensure accurate administration.
• Assist with discretionary distribution requests and trust account servicing.
• Review investment account objectives and fiduciary requirements while monitoring account activity and fees.
• Partner with Trust Officers and Investment Managers to deliver tailored solutions that meet client needs.
• Maintain an understanding of trust administration, fiduciary responsibilities, and applicable legal requirements.
• Respond to client inquiries promptly and professionally.
• Prepare reports, maintain records, and ensure compliance with internal policies and regulatory requirements.
• Collaborate with team members to support departmental goals and provide an exceptional client experience.

Requirements

What We're Looking For

• High School Diploma or equivalent required.
• Prior experience in banking, trust administration, wealth management, customer service, financial services, or a related field preferred.
• Equivalent combinations of education, training, and experience that demonstrate the ability to perform the essential functions of the position will be considered.
• Proficiency with computer systems, including Microsoft Word, Excel, and other business software applications.
• Strong keyboarding and data entry skills with a high degree of accuracy.
• Solid mathematical aptitude, including the ability to calculate percentages, commissions, interest, ratios, and reconcile account information.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to interpret documents, follow procedures, prepare reports and correspondence, and communicate effectively with clients and team members.
• Strong analytical and problem-solving skills with the ability to navigate complex situations involving multiple variables.
• Exceptional organizational, time management, and attention-to-detail skills.
• Ability to prioritize work, manage multiple responsibilities, and meet deadlines with minimal supervision.
• Commitment to maintaining confidentiality and handling sensitive client information with professionalism.
• Valid driver's license and reliable transportation, if travel is required for business purposes.

Why CBI Bank & Trust?

At CBI Bank & Trust, we're committed to investing in our employees and creating an environment where team members can thrive personally and professionally. We believe our success starts with our people.

Benefits & Perks

• Medical, Dental & Vision Insurance
• 401(k) with Company Match
• Generous Paid Time Off
• Employer-Paid Life Insurance
• Short-Term & Long-Term Disability Coverage
• Professional Development Opportunities
• Community Involvement Opportunities
• Supportive and Collaborative Team Culture

Join Our Team

At CBI Bank & Trust, you'll have the opportunity to make a meaningful impact every day by helping customers achieve financial success while building rewarding relationships throughout the communities we serve.