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 Personal Trust Associate

Details
Country: USA
Location: Westwood CA
Total applied: 33
Location:US-CA-Westwood

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no
Personal Trust Associate

The Personal Trust Associate supports relationship managers in the administration of personal trust client relationships. Initiates account activity, monitors trust records to ensure accuracy and completeness, and interacts with clients as directed. Communicates to partners information on all aspects of a client relationship.
REQUIREMENTS
Knowledge of personal trust products and services is required to assist administrators with account activity. Knowledge of trust operations is needed to organize client services activities. Organizational and attention to detail skills are required to ensure the accurate delivery and tracking of client servicing.

Experience Required: 1-3 years of related experience.

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