Trust Client Assistant, Senior The Charitable Advisory and Administration Solutions (CAAS) team is responsible for the administration and oversight of charitable accounts, including Private Foundations, Charitable Remainder and Lead Trusts, and Donor Advised Funds (DAF) as well as internal and external client management. The CAAS team works closely with grantors and beneficiaries throughout the United States, as well as center of influence professionals such as attorneys, CPAs, and investment advisors. These accounts are of a highly technical nature, and their administration is specialized, requiring knowledge of trust, tax, and charitable IRS regulations. The CAAS team supports advisory and compliance for the charitable accounts throughout Comerica's footprint and is directly involved with the Fiduciary Strategists and Wealth Advisors in support of new business for both the Private Wealth and Advisor Solutions teams. The Specialty Administration Trust Client Assistant Sr. plays a vital role on the team by serving as a support system for our Trust Administrators and/or Trust Advisors book of business on the CAAS Team. As a Trust Client Assistance Sr., you will work directly with your assigned Trust Administrator and/or Trust Advisor, and other internal 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. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled