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About the role
Key responsibilities & impact- Play a key role in the new account onboarding process for Trust and Estate accounts within Personal Trust.
- Act as a trusted partner across the business and collaborate with stakeholders from multiple departments.
- Ensure all account documentation and client information is complete, accurate, and compliant.
- Coordinate with cross‑functional partners to onboard new Trust and Estate accounts efficiently and accurately.
- Ensure compliance with all applicable regulations and requirements, including AML, CIP, KYC, DOL, and Fiduciary Rules, as well as bank policies and procedures.
- Review, interpret, and apply estate planning documents and trust agreements.
- Apply product‑specific expertise across a range of offerings, including Account Fees, IRAs, Custody, Agency, Entity, Charitable, Trust, and Estate accounts.
- Support additional responsibilities such as reporting, projects, quality reviews, and other operational initiatives as needed.
Requirements
What you’ll need- Five years or more of related experience
- Bachelor's degree
- Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
- Ability to multitask and meet established deadlines in a dynamic work environment
- Exhibits analytical, problem-solving, decision-making, and organizational skills
- Exhibits customer relation skills, interpersonal, and verbal and written communication skills
- Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
- Proficient in Microsoft Office applications, preferably Excel
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account onboardingcomplianceestate planningtrust agreementsregulatory knowledgeanalytical skillsproblem-solvingdecision-makingorganizational skillscustody operational functions
Soft Skills
customer relation skillsinterpersonal skillsverbal communicationwritten communicationmultitaskingdeadline management
Certifications
Bachelor's degree