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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust administration, client service, and compliance with regulatory requirements. Proficient in Trust Accounting Systems and Salesforce, with strong organizational and problem-solving skills.
Highest-signal resume keywords
Trust Administration SupportClient ServiceTrust Accounting SystemSalesforce ProficiencyCompliance with Regulatory Requirements
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust AdministrationTrust Accounting SystemCash ForecastingBasic Investment KnowledgeMicrosoft Office Proficiency
Soft Skills
Customer ServiceProblem SolvingOrganizational SkillsAttention to DetailTeam Interaction
Tools & Technologies
SalesforceCE DesktopMicrosoft Office Applications
Certifications & Qualifications
Cannon Level I
Industry Keywords
Trust LawTax LawFiduciary AccountsClient RelationshipsRevenue Enhancement
About the role
Key responsibilities & impact- Provide trust administration support for assigned fiduciary accounts
- Open and close accounts, maintain assets, process bills and cash receipts, and coordinate with centralized support areas
- Read and interpret Trust Agreements and related documents for administrative purposes
- Monitor overdrafts and un-invested cash and use cash forecasting to determine account needs
- Provide front-line client service through inbound telephone calls
- Research account problems, recommend solutions, and resolve client requests
- Maintain confidential account files, records, reports, correspondence, technical documents, and special projects
- Build client relationships, identify needs and revenue enhancement opportunities, and provide sales support
- Assist with client meetings, presentations, Salesforce pipeline activity, training, and team coordination
- Support compliance with internal policies, procedures, and regulatory requirements
- Keep current on trust law, tax law, and related trust-business developments
- Participate in professional training, seminars, and self-learning opportunities
Requirements
What you’ll need- Two years of college or equivalent work experience
- Demonstrated proficiency and effectiveness in customer service, communications, problem solving and organizational skills
- Ability to interact effectively in a team environment
- Demonstrated attention to detail
- Proficient in all Microsoft Office Applications
- Prior experience in a Trust department
- Proficiency with Trust Accounting System, CE Desktop, Salesforce, and Microsoft Office
- Cannon Level I or equivalent
- Basic investment knowledge
- Ability to maintain compliance with internal policies, procedures, and regulatory requirements
Benefits
Comp & perks- Incentive compensation may include production, commission, and/or discretionary incentives
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Eligible employee benefits package (benefit list referenced in posting)