Trust Client Assistant, Senior
Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Client Assistant Sr. in Comerica's Strategic Alliance plays a vital role in this model, by serving as a support system for our Alliance Trust Advisors and their book of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, our partnered Financial Advisors, and other internal business partners to complete routine and non-routine administrative tasks.

Position Competencies
Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.

Position Responsibilities:

Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions. Prepares reports required for annual account reviews. Performs data entry which includes check writing, ACH set-up, and account information editing. Accesses statements, account data, and tax reports from various proprietary data bases. On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information. Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives. Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions. Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving. Must be able to acquire basic understanding of trust agreements/documents.

 

Position Qualifications

High School diploma or GED 1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning) 2 years of experience in written and verbal communications with all levels of staff and clients Costa Mesa
8:00am - 5:00pm Monday - Friday