Senior Trust Client Assistant. Comerica is a leading provider of trust and fiduciary services in the U. S and offers a wide range of products and services to meet the fiduciary needs of our clients. The Trust Client Assistant Sr. plays a vital role on the team, by serving as a support system for our Private Wealth Trust Advisors and their books of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor(s), our clients, and other internal business part... more details
Senior Trust Client Assistant Comerica is a leading provider of trust and fiduciary services in the U.S and offers a wide range of products and services to meet the fiduciary needs of our clients. The Trust Client Assistant Sr. plays a vital role on the team, by serving as a support system for our Private Wealth Trust Advisors and their books of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor(s), our clients, and other internal business partners to complete routine and non-routine administrative tasks.
Position Competencies Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.
Position Responsibilities:
Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions.
Prepares reports required for annual account reviews.
Performs data entry which includes check writing, ACH set-up, and account information editing.
Accesses statements, account data, and tax reports from various proprietary data bases.
On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information.
Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives.
Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions.
Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving.
Must be able to acquire basic understanding of trust agreements/documents.
Work Schedule: Qualifications:
Position Qualifications:
High School diploma or GED
2 years of experience in written and verbal communications with all levels of staff and clients
1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning)
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