Dime Bank - Trust Administrator

Trust Administrator

Full Time

Norwich, CT

Position Summary

A motivated, team player providing comprehensive support to Trust Officers in operational, administrative, and relationship management activities. Represent the Trust Department and the Bank professionally and competently in a client-facing role based in the Trust Services office in Norwich. Assure client confidentiality and quality work product through adherence to all policies and procedures. Increase subject matter knowledge and relationship management skills to grow into roles of increasing responsibility and opportunity.

Functions

• Provide operational and administrative support to Department customers and the Trust Officers by:
  • Delivering outstanding service experiences when interacting with customers, prospective customers, outside advisors, and internal Bank partners in written, electronic, telephone, and in-person communications.
  • Ensuring accuracy and timeliness in the creation, preparation, and processing of reports, transaction reconciliation, files and documents, including but not limited to:
    • Customer files
    • New business statistics
    • Monthly production reports
    • Trust security trades
    • Daily recordkeeping activities
  • Maintaining files, documents, and records in compliance with regulatory and bank policies and procedures.
  • Generating correspondence.
  • Assisting with the marshaling, management, and transfer of securities and other assets.
  • Compiling information for preparation of various tax and legal filings.
  • Assisting with the administration of client estates and trusts.
  • Prioritizing all of the above activities with feedback from Trust Officers.
  • Adhering to bank, state and federal guidelines for compliance with policies and procedures.
• Provide daily Departmental functions support, which may include account set-up, processing and balancing of transactions, reviewing transactions for accuracy, and adherence to compliance requirements.
• Participation in business development opportunities as appropriate including building outside referral sources and developing subject matter expertise.
• Assist in the coordination of activities of the Trust Officers with other departments and branches of the bank.
• Perform other duties as may be required from time to time by management, including potential travel outside the office for business purposes.