Fiduciary Coordinator

• Independently support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
• Develop and maintain an understanding of fiduciary concepts and principles, including trust accounting and elements of a trust
• Execute on client requests, including moderately complex money movement, investment implementation and ongoing account management
• Receive direction from supervisor and escalate non-routine or high-risk issues
• Develop and maintain an understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers
• Proactively identify fiduciary risk and suggest possible solutions
• Communicate independently with external clients and internal partners regarding client accounts
• Support Trust Services by completing Administrative Account Reviews on Custody, Agency, Individual Retirement Account (IRA), Revocable Trust and Charitable Agency Accounts
• Understand fiduciary concepts and principles and apply those concepts and principles to complete account reviews at a targeted level of accuracy and timeliness
• Conduct research using account documents as well as other applications, drawing conclusions from the research findings, and capturing conclusions in the AAR system
• Note any errors or irregularities through the creation of an Open Item
• Compile a document package from the research to support the conclusions and responses in the AAR system
• Engage in continuous learning via a variety of methodologies including formalized courses and on-the-job training
• Observe a night shift schedule and work on an onsite set-up

2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Experience in managing Trust, IRA, Risk Management, Custody or doing complex research