Trust Administration Specialist

Job Description

The Trust Administration Specialist is responsible for performing a variety of duties including account administration, retaining current customer portfolios, conducting customer interviews and presentations, analyzing financial information, and reviewing client accounts regularly. This position is also responsible for remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.

Essential Functions
* Comply with Trust policies and procedures
* Assist with sett personal goals and targets
* Review customer account transactions daily
* Oversee / schedule client distributions / bill payments
* Schedule client meets on periodic basis
* Prepare / review customer documentation and agreements
* Manage personal workload/workflow
* Administer Trust relationships appropriately
* Conduct regular investment review of portfolio with Investment Officer
* Assure appropriate management of IRA's and funds
* Initiate and author client correspondence
* Cultivate potential referrals from exist accounts
* Analyze accurate customer needs
* Recommend investment / trust alternatives
* Finalize new agreements with customers
* Cross sell other Bank products and services
* Recommend improvements to procedures
* Maximize technology tools available
* Assure accurate information passed to Trust Operations
* Oversee system cod on individual accounts
* Adhere to stated Trust department fee schedules
* Minimize non standard fee schedules

Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment

Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education
Bachelor's Degree business / finance / related

Work Experience
Customer service experience

General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Client relationship management skills

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.