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Trust Associate Responsibilities and Duties

Understand standard Trust Agreements for administration.

Set up fees correctly as per Trust Administrator.

Develop reports, correspondence, technical documents and special projects.

Prepare client presentations.

Review account problems and suggest solutions.

Oversee accounts daily for overdrafts and un-invested cash and inform Trust Administrator.

Offer backup for associates.

Engage in client sales and service calls.

Confer with Trust areas and the Bank.

Extend backup support on client communication and problem solving.

Ensure knowledge of fiduciary law and estate planning.

Encourage positive professional and customer relationships.

Create marketing proposals and materials.

Ensure smooth transition as client moves among service models.

Manage and interface for trust accounting system.

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