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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex corporate trust accounts, ensuring compliance, and providing high-level support to clients. Strong ability to review legal documents and collaborate effectively with internal teams to facilitate transactions and resolve administrative issues.
Highest-signal resume keywords
Corporate Trust Account ManagementLegal Document ReviewClient Relationship BuildingCompliance AdministrationTransaction Structure Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Debt Service CalculationCash Transaction HandlingInvestment Transaction HandlingAdministrative Fee BillingIssue Setup on Systems
Soft Skills
Problem SolvingCollaborationCommunication
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Corporate TrustTrustee ClientsCompliance ReviewTransaction ClosingAdministrative Support
About the role
Key responsibilities & impact- Act as the main point of contact for Corporate Trust clients
- Provide highly complex support to assigned large trustee clients
- Resolve complex administrative issues and support senior-level client staff
- Support existing institutional and corporate trust accounts day to day
- Bill administrative fees
- Facilitate transaction closings
- Handle cash and investment transactions
- Provide debt service calculations
- Set up issues accurately and timely on all systems
- Prepare accounts for compliance review
- Review legal documents and partner with the corporate legal team
- Negotiate document provisions
- Build relationships and engage continuously with customers
- Collaborate with internal Corporate Trust groups to ensure accounts are compliant and properly administered
Requirements
What you’ll need- Bachelor’s degree or equivalent work experience
- At least 7 years of relevant experience
- Experience supporting complex corporate trust accounts and clients
- Ability to review transaction structures and legal documents
- Ability to ensure operational mechanics are appropriate
- Ability to collaborate across Corporate Trust teams
- Ability to administer accounts compliantly and accurately
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company sponsored medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
