Bilingual Benefits Analyst providing comprehensive technical support for client insurance plans. Analyzing financial data while building strong client relationships in a collaborative team environment.
About the role
- Trust Client Services Specialist managing account openings and closings for clients in a financial institution. Providing guidance to relationship managers and ensuring compliance with regulations.
Responsibilities
- Responsible for monitoring and completing the account opening and closing process for all Trust Line of Business accounts including fiduciary review and due diligence.
- Reviews new client agreements and fiduciary documents for appropriateness.
- Provides guidance and support to the Trust relationship managers in the account opening and closing process in all but the most complex relationships.
- Responsible for ensuring that management tracking tools are maintained for use by Client Services and Wealth Management.
- Responsible for verifying sales and incentive credit on all opening accounts and all lost fees on closing accounts for monthly reporting to Trust Administrative Committee.
- Independently performs and/or monitors account maintenance on the trust accounting system including account opening and closing procedures.
- Serves as liaison between Trust Relationship Managers and key stakeholders such as Trust Operations, Trust Compliance, and Trust Tax during the account opening and closing process.
- Responsible for account documentation in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations.
- Responsible for ensuring initial reviews are completed on all managed accounts.
- Responsible for organization of new account client files, either paper or electronic.
- Keeps current on all developments, applicable laws and regulations within individual field and provides guidance to associates in the Trust Department, as necessary.
- Expected to participate in process improvements and maintenance of Relationship Manager and Client Services checklists, workflows and tracking reports.
Requirements
- Requires High School diploma or equivalent.
- Bachelor's degree in Business, Finance, or Accounting preferred.
- 4 years of related experience preferably in trust administration or financial analysis.
- Strong knowledge of Trust administration and operations preferred.
- Proficiency with Microsoft Office applications; Advanced Excel and Word skills required.
- Detail orientated with strong organizational skills.
- Strong oral and written communication skills.
- Ability to work with minimum supervision.
Benefits
- Equal Opportunity/Affirmative Action Employers.
- All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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