Trust Associate

Description

SHR Talent is currently seeking a full-time Trust Associate on behalf of a company in Nashville. This opportunity is on-site in the Nashville office (with Friday’s eventually being remote). The individual in this role either must be or must be willing to be vaccinated. The Trust Associate will support two trust officers & potentially a few others in the office (5 individuals max).

Essential Job Functions

• Work closely with Investment and Trust & Estate Advisors to service client requests
• Highly responsive to clients’ needs
• Maintains client information and ensures back office and CRM tools remain up-to-date for client interactions
• Collects pertinent information and documentation to open, maintain, and close accounts for new and existing relationships
• Documents trust disbursements and encroachments
• Prepares trust and estate maps and diagrams for internal and external audiences
• Communicates with vendors regarding clients and client accounts
• Takes ownership in preparing and validating content for client meetings and account reviews
• Organizes, scans, and files relevant client documents
• Drafts and reviews certain client related compliance documents
• Identifies and escalates opportunities for process improvements to scale the firm
• Complies with company policies, practices and procedures

Qualifications

• Working knowledge of investment advisory services and/or trusts & estates are a plus
• Experience with financial and/or trust accounting systems a plus
• Highly flexible and adaptable to change
• Prioritizes and manages time well
• Contributes to the fostering of a strong, team-oriented culture
• Possesses high attention to detail
• Intellectually curious, self-starter

Apply now