Website Security National Trust Company
Federally chartered trust bank
Job Description – Trust Administrator (Officer, Assistant, Middle or Senior Level )
SECURITY NATIONAL TRUST COMPANY is a Federally charter bank that performs only fiduciary services such as trust administration, executorship services, Individual Retirement Accounts (IRAs) and serving as investment management agent. We have an immediate opening for a Trust Administrator. This position will be located in Huntington WV.
Work responsibilities for this position include the following:
· Fiduciary decision-making – ability to read, comprehend and execute the terms of any trust, investment management agency, or Individual Retirement Account (IRA) for which SECURITY NATIONAL TRUST CO. serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Administers assigned accounts in accordance with documents, state law, policy and procedure.
· Client Servicing & Focus – Meets regularly with clients and beneficiaries both on and off bank premises. Develops presentations and reports that inform the client and beneficiaries on the management of the account. Manages a diverse book of business with varying account types. Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
· Risk Management & Compliance — Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns. Working knowledge of Officer of the Comptroller of the Currency (OCC) Regulation 9 and its application. Complies with all bank policies and procedures. Prepares and responds to regulatory reporting and the bank’s own Trust Investment Review Committee.
· Business Development – Grows Assets Under Management (AUM) through client satisfaction and the addition of new assets for investment to existing accounts. Prospects for new clients by asking for referrals from existing clients. Cultivates a network of other professionals and Centers of Influence who will refer new clients .
Competencies required for this role include the following:
Account Management – Ability to manage a book of accounts and to provide services and support to key clients.
Effective Communications – Ability to effectively communicate – both spoken and written — key concepts and investment ideas in a manner that allows for client comprehension.
Problem Solving – Knowledge of approaches and techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge in diverse circumstances.
Sales – Applies knowledge of fiduciary products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell fiduciary solutions and ideas to customers.
Roles at this level typically require four or more years of trust & fiduciary service type experience. Desirable certifications include CTFA or CFP designations. Experience at the Officer, Assistant VP, Vice President, and Senior VP levels will be considered.
A Bachelor’s degree is required, with a major in a relevant subject such as finance, accounting, economics, or business. Masters degree / JD is preferred
Disability Accommodations Statement:
The SECURITY NATIONAL TRUST CO. workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the submission process, please contact Michael Coombe at firstname.lastname@example.org, or via telephone at (717) 399-1801.
Equal Employment Opportunity (EEO):
SECURITY NATIONAL TRUST CO. provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
Please send your resume and cover letter via e-mail to Melony S. Fitzwater, Executive Vice President and Fiduciary Market Director at email@example.com, or to our office via delivery service at 907 3rd Avenue, Suite 220, Huntington, WV 25701.
To apply for this job email your details to firstname.lastname@example.org