Trust Administrative Associate

Job Summary
Farmers and Merchants Trust Company is seeking a Trust Administrative Associate to work with senior officers at the Santa Barbara office of Farmers and Merchants Trust Company (FMTC) to help manage trust relationships.  The role will provide administrative and clerical support to design/complete tasks, projects, and related activities for the executives, administrators, or officers in order to meet the goals and objectives of the Trust Company.  Duties will include but are not limited to:

Essential Duties

• Support the Trust Officer and the Trust Officer in administration of their accounts;
• Oversee the new client experience: Onboarding, new account setup and client follow up;
• Interface with FMTC clients, attorneys, CPAs, and other professionals in the industry;
• Order company supplies and keep costs down where possible;
• Sort and distribute daily external and interoffice mail;
• Execute communication plan agreed to by Trust Officer including timely and accurate correspondence with clients as necessary for administration of their account;
• Assist and take leadership of efforts to increase FMTC business – both internally and externally;
• Work on special projects as requested;
• Work with the other trust departments on behalf of the Santa Barbara office. 
• Work to obtain industry certifications and designations (CTFA) and attending industry seminars and educational events;

• Assist with the preparation of monthly account review reports as requested;
• Understand and comply with trust policy, laws, regulations, and BSA/AML guidelines, as applicable to your job duties.

 

Position Requirements

• Bachelor’s Degree desirable;
• Financial services experience desirable;
• Proficient knowledge of Microsoft Office and Windows operating environment;
• Proficient knowledge of Salesforce desirable;
• Demonstrated interpersonal skills suggesting ability to increase FMTC business – both internally and externally;
• Advanced proficiency in verbal and written communication;
• Ability to be effective under pressure;
• Advanced ability to prioritize and multi-task;
• Ability to professionally interact with all levels of employees and clients;
• Ability to respect and hold confidential information;
• Effectively work independently as required;
• Administrative experience desirable.

 

FMTC is an Equal Opportunity Employer 

 

This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.

Farmers and Merchants Trust Company reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.