Job Title: Senior Trust Specialist

Location: St. Paul, MN
Status: Full-time

Opportunity: This position plays an integral role in assisting with a variety of trust administration tasks. The ideal candidate will enjoy teamwork, be numbers and detail-oriented, and enjoy making client service a priority.

Summary: Assist trust officers with trust administration, risk management, correspondence, record keeping, and various corporate administrative tasks.

Essential Duties and Responsibilities include the following:

• Prepare and assist trust officers with annual account reviews.
• Complete new account onboarding and closing duties.
• Review and process trust administration tasks as needed and assigned.
• Complete, follow up and track outstanding trust administration and investment management deliverables.
• Process trust account money movement transactions including bill-pay and tax payments.
• Receive and direct incoming calls and greet clients/visitors.
• Assist with quarterly audit requests.
• Assist with incoming/outgoing mail.
• Respond to client requests in a timely manner as needed.
• Assist and/or relay critical client issues to trust officer(s) promptly.
• Perform other duties as assigned.

Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in accounting or Finance, CPA desirable
• High degree of attention to detail
• At least two years’ experience of finance, accounting, or trust administration work.
• Excellent verbal and written communication skills.
• Strong numbers aptitude.
• Ability to identify and resolve complex issues with minimal guidance.
• Ability to manage multiple tasks.
• Ability to review trust agreement documents and ensure compliance.
• Strong analytical skills
• Strong prioritization skills
• Strong and effective interpersonal skills
• Ability to perform data entry accurately and efficiently
• Ability to work well as part of an office team.
• CTFA preferred or working towards a CTFA

Work remotely: No
Travel: No
Benefits:

• 401(k)
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Holiday paid time off