Trust Associate - Personal

Description

Summary

The Trust Associate is an integral part of the Trust & Wealth Management team whose responsibilities may be based on either Personal Trust or Institutional Trust tasks. A Trust Associate may be tasked with a variety of functions that include and are not limited to providing high-quality assistance to Trust Officers and clients by assisting with the day-to-day administrative and clerical functions of the department.

Additionally, Trust Associates will participate in the administration of complex trusts and estates, acting as a corporate fiduciary for high-net-worth individuals and families. As a Trust Associate a strong understanding and background in legal or tax will be beneficial in managing fiduciary duties and administration of personal and institutional trust accounts.

Location: This position will primarily be an in-office and in-person position within the company’s

footprint with a preference for locations in the Greater New Orleans/Metairie, Louisiana locations.

Responsibilities

• Provide general support including photocopying, scanning, faxing and daily e-filing.
• Prepare opening and closing documentations for new and closed accounts.
• Collect data necessary for account opening and review for accuracy.
• Responsible for annual administrative and investment account reviews.
• Analyze Wills and trust documents to identify legal, tax, administrative, and investment issues.
• Establish e-files for new accounts.
• Process distributions to beneficiaries and payments for trust-related expenses and bills (Personal Trust).
• Assist the VA Administrator, as needed, on day-to-day tasks related to account administrative functions (Institutional Trust).
• Actively pursue and assist in new business development opportunities.
• Maintain and build strong client relationships by attending client meetings as required.
• Assist in gathering data for fiduciary, individuals and estate tax returns.
• Process outgoing and incoming mail, including postage and sorting.
• Assist with preparing client and prospect marketing material.
• Maintain an ongoing relationship with clients via written and oral communication.
• Perform other related duties as assigned.

Requirements

Skills/Experience/Education

• Highschool diploma or equivalent (GED) required, a Bachelor's degree preferred. 
• 4+ years of administrative, business, or related experience preferred.
• Proficient in Microsoft Office Suite including Word and Excel. 
• Excellent customer service and communication skills. 
• Excellent organizational and time management skills. 
• Self-motivated with excellent interpersonal and communication skills. 

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions. 
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document, if required, to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds, if required, to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division and “undue hardship,” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.