Title: Sr Trust Client Assistant
Location: Winston Salem United States
Job Description:
Trust Client Assistant (Comerica Trust Alliance)
Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Client Assistant in Comerica's Strategic Alliance plays a vital role in this model, by serving as a support system for our Alliance Trust Advisors and their book of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, our partnered Financial Advisors, and other internal business 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.
Position Qualifications
High School Diploma or the equivalent
2 years in a customer contact position
2 years communication (telephone, written/e-mail, verbal) experience in an office environment
1 year experience using automated systems
1 year of Microsoft Office experience
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
