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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in institutional trust and fiduciary administration, with a strong focus on client relationship management and compliance within financial services. Proficient in coordinating service delivery and managing client requests while ensuring accurate documentation and adherence to regulatory requirements.
Highest-signal resume keywords
Institutional Trust ExperienceFiduciary AdministrationClient Relationship ManagementRegulatory Compliance KnowledgeMicrosoft Office Proficiency
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 PrinciplesFiduciary AdministrationCustody ServicesFinancial Services OperationsContractual Agreement InterpretationAnalytical SkillsProblem-Solving SkillsDocumentation AccuracyAccount Review CompletionTrust and Agency Systems Knowledge
Soft Skills
Client Service ExcellenceCommunication SkillsOrganizational SkillsTime ManagementAttention to Detail
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookTrust and Agency Software Applications
Industry Keywords
Institutional TrustFiduciary ServicesCustody ServicesWealth ManagementFinancial Services
About the role
Key responsibilities & impact- Serve as the primary day-to-day contact for assigned institutional trust and custody clients
- Build and maintain strong client relationships through proactive communication and responsive service
- Coordinate administration of trust, custody, escrow, and other specialty fiduciary accounts
- Manage client requests, issue resolution, and service delivery across internal business partners
- Prepare and facilitate client review meetings, presentations, and reporting packages
- Monitor account activity and escalate operational, compliance, or service issues
- Support business retention and identify opportunities to expand existing client relationships
- Ensure accurate documentation, recordkeeping, and completion of required account reviews
- Partner with operations, legal, risk, compliance, and investment teams to deliver client solutions
- Maintain knowledge of specialty trust products, industry trends, and regulatory developments
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education, training, and relevant experience
- Experience in institutional trust, fiduciary administration, custody services, banking, wealth management, or related financial services discipline
- Proven experience in relationship management and delivering exceptional client service
- Strong understanding of trust and fiduciary principles, financial services operations, and applicable regulatory requirements
- Ability to read, interpret, and understand contractual agreements and governing documents
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
- Working knowledge of Trust and Agency systems, software applications, and related platforms
- Ability to build and maintain strong client relationships while partnering effectively with cross-functional teams
- Strong organizational, time management, and follow-through skills
- 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 of employment (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)