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Trust Admin Officer II

Company: City National Bank
Location: Altadena
Posted on: February 3, 2020

Job Description:

This is an entry level Personal Trust Officer position responsible for administering routine personal trust accounts such as testamentary/intervivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument. Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Maintain contact with clients to discuss and advise on issues. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and trust issues.Basic Qualifications

  • *Minimum 4 years of experience in Personal Trust required
  • *Minimum 4 years of experience in a financial services organization required
  • *Minimum 4 years of administrative/clerical experience requiredSkills and Knowledge
    • Bachelor's Degree.
    • J.D. Degree a plus.
    • Up to three years' experience in trust administration preferred.
    • Strong written and verbal communications skills.
    • Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information
    • and data to identify opportunities and formulate conclusions and recommended actions.
    • Ability to set priorities, and objectives.
    • Demonstrate excellent working knowledge of trust administration.
    • Colleague is ideally working towards Trust Certificate and/or CTFA*Represents basic qualifications of the position. To be considered for this position you must at least meet the basic qualifications.
      City National Bank is an Equal Opportunity Employer -- Minorities/Females/Individuals with Disabilities/Veterans.

      Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

      Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: City National Bank, Altadena , Trust Admin Officer II, Other , Altadena, California

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