Job Bank

This position serves as chief administrator and relationship manager for custody accounts, primarily in the employee benefits area.

Primary duties include, but are not limited to, the following:

• performance of all duties specified in the terms of a custodial, safekeeping or investment management agreement
• participation in trust calling program by making calls on customers, investment managers and consultants
• provision of assistance in the preparation of detailed instructions and procedures for custody trust accounts and ensures completion of related tasks and processes
• hosting and/or attendance of entertainment events for trust client base
• development of new business from existing or prospective customers
• coordination of marketing and preparation of requests for proposals for all types of trust accounts

Education/Experience

• Bachelor's degree in finance or business
• Three (3) years of financial experience which demonstrates knowledge of financial practices

Skills

• Ability to deal effectively with investment managers, consultants and customers
• Analytical aptitude
• Communication (verbal/written)
• Computer (document/spreadsheet)
• Customer service orientation
• Detail attentiveness