Trust Clerk jobs in Maryland

Position Summary:

The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.

Duties & Responsibilities

• Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and meet their needs.
• Strong knowledge of a variety of account types including Individual/Joint, UTMA, IRA, Trust, Corporate and Partnerships
• Work with the FIS Trust System to provide administrative services such as, generate customized reports, review account activity and supervise cash movement
• Participate in client meetings
• Ability to read and interpret trust instruments to verify rules of the documents as well as identify trustees, authorized individuals to determine the scope of their authority
• Oversee and monitor transactions pertaining to outgoing and incoming cash movements
• Understand and engage in a high level of trust administration
• Keep abreast of tax laws, regulations, trends, and other issues that may affect administrative client service dynamics.
• Maintain compliance with departmental policies and procedures to ensure superior client service and respectable audits and examinations.
• Act as a liaison between commercial bank personnel by establishing interpersonal relationships and providing accurate and efficient services.
• Responsible for maintaining good working relationships with clients, attorneys, accountants, and other related professions to assure quality administration and to enhance new business opportunities.
• Represents the Trust Company in civic, government, community, banking and professional groups and associations to develop contacts and new business, and to promote the Trust Company’s positive image.

Selection Criteria

• 10 years’ experience in Institutional and Personal Trust.
• Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
• Strong written and oral skills
• Proficiency and experience using MS Word, Excel, and Trust Accounting System.
• Demonstrates ability to deal with complex situations, which require sound judgment.
• Highly effective communication skills: ability to interact comfortably with high-net-worth individuals.
• Bachelor’s degree in business or related field or commensurate work-related experience.
• Problem solving skills.
• Good organizational skills, with the ability to maintain legal documents.
• Ability to follow through on projects in a timely manner.

Equal Opportunity Employer/Veterans/Disabled