Trust Administration Specialist
Northwest Bank(3 months ago)
Erie, PAOnsiteFull TimeMedior$74,564 - $100,526 (estimated)Trust Administration
Apply NowAbout this role
The Trust Administration Specialist manages and administers trust accounts and client portfolios, ensuring accurate transactions, distributions, and documentation. The role maintains client relationships through interviews and periodic meetings, analyzes financial information, and ensures compliance with trust law, tax, and regulatory requirements.
Required Skills
- Account Administration
- Client Relations
- Financial Analysis
- Compliance
- Trust Law
- Investment Review
- IRA Management
- Documentation
- Communication
- Microsoft Office
Qualifications
- Bachelor's Degree in Business or Finance
About Northwest Bank
northwest.bankBanking built around your business. What makes a great banking partner? A team that acts as an extension of your company. Understands all angles of your business. Develops realistic plans for achieving your current and future goals. All so you can focus on what you do best. See how Northwest 360 can increase the value of you.
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