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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal trust administration, client support, and fiduciary activities while ensuring high-quality client interactions and maintaining accurate records. Proficient in utilizing trust systems for transaction processing and reporting.
Highest-signal resume keywords
Fiduciary Support ExperienceTrust Systems ProficiencyClient Relationship ManagementProblem-Solving SkillsBank Policy Knowledge
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 AdministrationClient Transactions ProcessingData MonitoringRecord MaintenanceTransaction Reporting
Soft Skills
Interpersonal SkillsCommunication SkillsCustomer Service SkillsRelationship ManagementProfessional Etiquette
Tools & Technologies
Trust Systems
Industry Keywords
Fiduciary ActivitiesWealth ManagementFinancial PlanningInvestment ServicesBanking Procedures
About the role
Key responsibilities & impact- Support the coordinated delivery of personal trust administration for a portfolio of affluent clients
- Provide client support to Trust Advisors
- Coordinate with Wealth team members, including Advisors and Planners, to deliver high-level client service
- Facilitate day-to-day client transactions, including deposits, distributions, payments, transfers, and routine transactions
- Enter and maintain client records and documentation
- Monitor client transactions and data for accuracy and timeliness
- Use trust systems to process transactions, monitor accounts, and create reports
- Respond to client requests for information and assistance within authority
- Support sales and retention by scheduling appointments, conducting follow-up calls, and preparing client meetings
- Prioritize fiduciary activities that enable quality client interaction
- Participate in onboarding and training new teammates
- Assist with special projects for the Fiduciary Group Support Leader
- Foster cooperation and advocate for Wealth clients with other business units
Requirements
What you’ll need- 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
- Understanding of operating systems unique to the line of business, including trust and estate
- Strong knowledge of bank policy and procedures
- Strong problem-solving skills
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Exemplary customer service and professional etiquette skills
- Ability to travel, occasionally overnight
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)