Personal Trust Administrator
Description

At Devon Bank, we don’t just accept diversity—we celebrate it, we support it, and we thrive on it for the benefit of our employees, our customers and our community. We provide a welcoming and accepting culture that comes from our desire to make diversity, respect and service a priority.


We are searching for a Personal Trust Administrator to add to our team. If you have a desire to succeed and help customers, then Devon Bank is the place for you! In addition to a rewarding career in trust and banking, we also provide a competitive salary and comprehensive benefits package.


In this role, you will be responsible for providing trust, administration and estate services to customers of the Trust and Wealth Management department; while serving as the primary point of contact for clients, beneficiaries, attorneys and other intermediaries.


Responsibilities:

•Administers an assigned Fiduciary book of business.

•Manages Trust relationships, ensuring that all client objectives are met and are consistent with governing documents, fiduciary administration principals, and legal standards.

•Reviews, approves, and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries.

•Meets with clients and beneficiaries to review relationships, accounts, discuss their needs, analyze problems, respond to client issues and provide solutions.

•Participates on various committees as assigned, i.e. Trust Administration Committee (TAC), Trust Investment Committee (TIC), and Discretionary Distribution Committee (DDC).

•Conducts regular discussions with clients in regard to Trust Investment Committee recommendations.

•Work with outside attorneys, co-trustees, accountants and other professionals to effectively administer trust accounts in accordance with the terms of each account’s governing document.

•Maintains appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings.

•Prepares payment instructions and supervises input requests for payments and transfers.

Requirements


•4 or more years of experience in trusts, estates and trust administration.

•Experience in trust administration, estate planning/administration or trust services preferred.

•Bachelor’s degree preferred

•Strong interpersonal, communication (written and oral), organizational and analytical skills are essential.

•Experience with Microsoft Office products, particularly Excel and Word