Trust Relationship Specialist
About the Role: Under general direction, will work with senior lead officers to manage larger trust relationships. Will provide administrative and clerical support to design/complete tasks, projects, and related activities for executives, administrators, or managers in order to meet the goals and objectives of the Trust Company. New Accounts set up – Ensure that all required paperwork is completed for new account set up and forms are in files. New account set up entered into...
- Excel