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Trust Specialist I at Synovus Financial Corp.

Posted in Other 25 days ago.

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Type: Full Time
Location: Pensacola, Florida





Job Description:

Job Summary:
Under direct supervision, performs various clerical tasks related to the administration and record keeping of personal trust accounts or qualified retirement plans. Provides administrative support to the sales teams. Maintains information database systems and other routine reports for management review and decision making. Responds to trust business related customer/client or field questions and inquiries, escalating more complex issues to senior team members for resolution. A Trust Specialist may perform any combination of the duties listed below:

Job Duties and Responsibilities:

* Assists with reviewing accounts and asset documentation on the investment system for completeness and to response to inquiries. May assist with the effective and efficient administration of retirement benefit plans.

* Processes and/or coordinate daily activities and transactions necessary for the efficient administration of trust accounts or retirement benefit plans. This includes but is not limited to setting up; auditing and closing accounts; researching account information for field teams; maintaining multiple lists of active accounts and leads; responding to internal and external about the services and products provided by the department.

* Communicates with internal and external customers regarding outstanding requirements/issues and transactions; works with stakeholders to resolve problems related to internal department transactions and processes. Escalates more complex issues to senior team members for resolution.

* Maintains account files, activity logs, statistics, and other ad-hoc reports as necessary. Collects and organizes data, and prepares reports for management, field or customer review. Works with the systems administration teams to ensure data accuracy , integrity and confidentiality is maintained.

* Maintains a library of automated or manual files that proves a quick reference library for customer, vendor, account, and transaction information. Ensures data is maintained in accordance with document retention requirements and distribution is based on the need to know and authorizes level of access.

* Provides general administrative support within the department as needed.

* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.

* Perform other related duties as assigned.

Department: Institutional Trust - Sales:

* Provides administrative support to the Business Development Officers; assists with identifying prospects and coordinating proposals and presentations. Gathers necessary information on plan prospects and assists in matching prospect's needs with the right product or service.

* Monitors the status of all prospects and closed sales. Logs and responds to all incoming referrals. Prepares and maintains department reports. Works with the sales team to maintain he sales pipeline and prospect notes for business line.

* Assists with the development of proposals, presentations, marketing materials and other business communications. Maintains the department's contact lists and disseminates various business communications accordingly.

* Coordinates all responses to Requests for Proposal (RFP) to include drafting proposed responses for review. Maintains a library of RFP responses for future review and use.

* Provides timely support to all referring sources including but not limited to, bank officers, brokers, attorneys, accountants, etc.; maintains effective working relationships with internal and external customers.

* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.

* Perform other related duties as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer supporting diversity in the workplace. Required Education:High School Diploma.

Required Experience:2+ years of job related and/or administrative support experience.
Required Skills & Abilities:

* Excellent oral, written and interpersonal communication skills to effectively interact with internal and external customers.

* Working knowledge of Microsoft Office and its related applications.

* Ability to perform multiple task at the same time, while maintaining attention to detail and meeting deadlines.

* Ability to learn and become proficient with all department related databases.

* Working knowledge of Trust Operations as it related to the departments area of focus.

* Basic understanding of accounting terms, concepts and formulas.


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