Trust Specialist

Raleigh, NC, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

"Are you a trustworthy and detail-oriented individual with a passion for building strong relationships with customers? First Citizens Bank is seeking a highly motivated Trust Specialist to join our team. As a Trust Specialist, you will play a crucial role in managing and growing our clients' trust and estate accounts. We are looking for someone with excellent communication skills, a thorough understanding of trust and estate laws, and a proven track record of providing exceptional customer service. If you are ready to take your career to the next level and make a positive impact on clients' financial well-being, we want to hear from you!"

Manage and grow clients' trust and estate accounts in accordance with company policies and procedures
Build and maintain strong relationships with customers to ensure their trust and satisfaction
Demonstrate a deep understanding of trust and estate laws and regulations
Provide exceptional customer service by promptly responding to inquiries and resolving any issues or concerns
Conduct thorough research and analysis to ensure accurate management of trust and estate accounts
Collaborate with internal teams, such as legal and compliance, to ensure all trust and estate accounts are in compliance with laws and regulations
Prepare and present reports and updates on trust and estate accounts to management and clients
Continuously strive to improve processes and procedures to enhance the customer experience
Keep up-to-date with industry developments and changes in laws and regulations related to trust and estate accounts
Maintain confidentiality and discretion when handling sensitive client information.

Where is this job?

This job is located at Raleigh, NC, USA

Job Qualifications

Bachelor's Degree In Finance, Accounting, Or A Related Field.
Minimum Of 3 Years Experience In Trust And Wealth Management.
Strong Knowledge Of Trust Laws, Regulations, And Industry Best Practices.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Professional Certification Such As Certified Trust And Financial Advisor (Ctfa) Or Certified Financial Planner (Cfp) Preferred.

Required Skills

Risk Management
Financial Analysis
Asset Protection
Client Relationship Management
Legal Compliance
wealth management
Asset allocation
Estate Planning
Trust Administration
Tax Planning
Investment Strategies
Trust Accounting

Soft Skills

Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
Problem-Solving

Compensation

According to JobzMall, the average salary range for a Trust Specialist in Raleigh, NC, USA is between $67,000 - $96,000 per year. This salary range can vary depending on factors such as experience, education, and the specific employer.

Additional Information

First Citizens Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedMarch 19th, 2024

Apply BeforeJune 9th, 2026

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