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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and account administration within the corporate trust industry, ensuring compliance with regulatory standards and effective communication with clients. Proficient in managing account processes, billing, and asset disbursement while maintaining strong attention to detail and organizational skills.
Highest-signal resume keywords
Customer ServiceAccount AdministrationRegulatory ComplianceMicrosoft OfficeCorporate Trust Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ProcessingAsset DisbursementReconciliationBilling ManagementContract Monitoring
Soft Skills
CommunicationOrganizational SkillsMultitaskingProblem-SolvingAttention to Detail
Industry Keywords
Corporate TrustRisk ManagementClient StatementsTransaction ManagementAccount Set-Up
About the role
Key responsibilities & impact- Provide superior customer service to corporate trust clients through effective account administration and support to Transaction Managers
- Monitor contract provisions and respond to customer inquiries quickly and accurately
- Review and process account requests and ensure all account actions are in accordance with department procedures
- Participate in the collection, tracking, and timely disbursement of trust assets
- Receive and record incoming assets ensuring deposits are completed promptly and accurately
- Communicate with clients regarding specific account information including upcoming deliverable dates, distributions, events, notices and generating client statements
- Organize the account set-up process, update appropriate spreadsheets and ticklers
- Manage the billing and collection of client fees
- Monitor ticklers and collect required items from clients
- Complete reconciliations timely and accurately
- Provide effective support of team members as requested
- Understand and adhere to the Company’s risk and applicable regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
Requirements
What you’ll need- College Degree Preferred
- Excellent communication, organizational, multitasking, and problem-solving skills
- Computer skills including Microsoft Office
- Strong attention to detail and analytical abilities
- Previous experience in the corporate trust industry a plus
- The ability to work independently and collaboratively as part of a team
- Strong work ethic and commitment to execute transactions under tight deadlines
Benefits
Comp & perks- Excellent benefits including annual success-sharing bonuses or commission plans based on individual performance
- A range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles
