Job Title: Trust & Estate Account Specialist
Location: Hybrid 2-3 days on-site in Sacramento
Pay Rate: $30-34/hr
Duration: 6-month contract-to-hire
Required Skills & Experience:
- 3 years of experience working in an operational or central processing team environment
- Post-secondary education in a related field
- Proficiency in Microsoft Office Suite
- Knowledge of Trust or fiduciary practices is a plus
- Strong verbal and written communication skills
Nice to Have Skills & Experience:
- Experience with SWP SEI trust platform
Job Description: We are seeking a dedicated Trust & Estate Account Specialist to provide high-quality service and support to Trust & Estate clients, ensuring an exceptional client experience. This role involves various aspects of account management and administration to ensure compliance.
Responsibilities:
- Support Front Office personnel through transaction processing and performing account maintenance, balancing both customer and bank needs.
- Identify areas of improvement to enhance overall client experiences.
- Recognize trends and barriers to defining a great customer experience and escalate opportunities for improvement.
- Identify continuous improvement opportunities to increase department performance, such as process improvement and complaint investigation.
- Develop and maintain knowledge and understanding of processes performed within the WMSS Specialists team.
- Build effective relationships with internal stakeholders.
- Identify and escalate all irregularities and discrepancies to management.
- Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, act in customers' best interests, and ensure an effectively run function.
- Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
- Assist with onboarding and offboarding wealth clients within WMSS.
