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 Trust Administrator Assistant III

Details
Country: USA
Location: San Diego CA
Total applied: 40
Location: US-CA-San Diego

Base Pay:N/A

Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:No

Job Type:Banking Finance

Req'd Education:Not Specified

Req'd Experience:Not Specified

Req'd Travel:None

Relocation Covered:No




Ref ID:0600657


Trust Administrator Assistant III

This position will support two Trust Officers in providing high touch service to participants within 401(k) plans for which the bank acts as Trustee. The participants supported may invest in a wide array of stocks, bonds, mutual funds and alternative investments. The successful candidate will process daily transactions, respond to participant inquiries and interact with multiple internal departments as well as outside brokerage and investment advisory firms.Job Requirements

0-5 years experience with retirement plans, trusts, investment advisory or brokerage firms strongly preferred.
Basic knowledge of stocks, bonds and mutual funds strongly preferred.
Experience with SunGard OmniPlus, SEI TRUST3000 and/or National Financial Streetscape is highly desirable.
Familiarity with ERISA is highly desirable.
Ability to interact effectively with all levels of Bank personnel, vendors and customers required.
Attention to detail and accuracy required.
Excellent verbal and written communication skills required.
Excellent interpersonal and teamwork skills required.
Excellent analytical and problem solving skills required.
Excellent organizational skills and time management skills required.
Strong knowledge of Microsoft Office (e.g.,Word, Excel) required.
Bachelor's degree with coursework in finance or accounting desired.

City National Bank is an Equal Opportunity Employer. M/F/D/V
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

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