Senior Trust Specialist

LPL Financial•Cleveland, OH

1d•$21 - $35

About The Position

We are currently looking to hire a Senior Trust Specialist within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high‐net worth accounts, while working as a team supporting a trust officer.

Requirements

Undergraduate degree
3 to 5 years of demonstrated experience in a trust administrative role
Must be able to express ideas clearly, both verbally and in writing and to articulate issues and solutions in a client relationship environment
Knowledge and experience in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
Thorough working knowledge of Microsoft Office and general computer skills
Project and time management skills
Technical skills – experience with Microsoft Office (Word, Excel, PowerPoint)
Interpersonal and problem‐solving skills

Responsibilities

Reading trust documents
Participating in general trust administration functions supporting a trust officer
Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys
Working with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activities
Preparation of discretionary distribution memoranda
Collaborating with the Middle Office during account openings; Initiating operational functions to close accounts
Processing deposits and disbursements
Following up on issues identified during annual account reviews
Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests