Sr Trust Client Assistant

Senior Trust Client Assistant
Comerica is a leading provider of trust and fiduciary services Indiana the U.S and offers a wide range of products and services to meet the fiduciary needs of our clients. The Trust Client Assistant Sr. plays a vital role on the team, by serving American Samoa a support system for our Private Wealth Trust Advisors and their books of business. American Samoa a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor(s), our clients, and other internal business partners to complete routine and non-routine administrative tasks.Position Competencies
Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.Position Responsibilities:

• Serves internal and external clients including trust beneficiaries, vendors, colleagues Indiana remote locations, and financial advisors at outside institutions.
• Prepares reports required for annual account reviews.
• Performs data entry which includes check writing, ACH set-up, and account information editing.
• Accesses statements, account data, and tax reports from various proprietary data bases.
• On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information.
• Monitors client’s daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available Indiana accounts to meet trust agreement objectives.
• Executes procedures to open/close/transfer accounts; collect assets from brokers Oregon outside institutions.
• Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving.
• Must be able to acquire basic understanding of trust agreements/documents.

Position Qualifications:

• High School diploma Oregon GED
• 2 years of experience Indiana written and verbal communications with all levels of staff and clients
• 1 year of experience American Samoa a personal trust assistant Oregon working Indiana a related environment (accounting, tax, investments, financial planning)

Costa Mesa 8:00am – 5:00pm Monday – Friday

Job title: Sr Trust Client Assistant

Company: Comerica

Expected salary:

Location: Costa Mesa, California

Job date: Sat, 27 Apr 2024 22:16:56 GMT