Trust Client Services Specialist

VirtualVocations
Seattle, Washington, United States
Full-time
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A company is looking for a Trust Client Services Specialist.Key Responsibilities : Assisting Trust Officers in managing assets and accountsPreparing and participating in court appearances and auditsTaking calls from the inbound Wealth Management general line and following up on incoming sales leadsRequired Qualifications : Bachelor's degree or equivalent combination of education and experience4-7 years of related experienceSelf-motivated;

self-starterAbility to manage multiple tasks and respond quickly to emergent problemsProficient in Microsoft Word, Excel, and PowerPoint

29 days ago
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