Trust Associate

Job Summary

A company is looking for a WM Trust Associate 3 to provide administrative support for trust accounts and client services.

Key Responsibilities

• Administer trust accounts efficiently for assigned clients, ensuring compliance with legal requirements
• Provide high-level customer service to clients and beneficiaries regarding trust accounts
• Identify potential problems and compliance issues to enhance client satisfaction and retention

Required Qualifications

• High school diploma or equivalent
• Five or more years of client servicing experience or educational equivalent
• Advanced knowledge of personal trust administration and fiduciary regulations
• Strong analytical skills with a focus on investment analysis and instruments
• Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint