M&T Bank
Financial Services
TrustAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Trust Administrator at M&T Bank. Skills: trust administration, fiduciary accounts, client service, regulatory requirements. Provides administrative support to Trust Officers. Direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others”
What You'll Achieve.
Ensure high-level client service; Maintain M&T internal control standards
Industry & Context.
What They're Looking For.
Must Have
Associates degree and a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legalusiness experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legalusiness experience in the financial services industry including technical trust and planning experience, Self-motivated, Proven verbal and written communication skills, Proven presentation skills, Proven organizational skills, customer focus, Proficiency with personal computers, Experience maintaining high level of integrity and professionalism
Nice to Have
Bachelor’s degree, Minimum of 1 years’ estates and trust experience, CTFA (Certified Trust and Financial Advisor) certification, Ability to read and interpret governing instruments related to account administration, interpersonal skills
What You'll Do.
Provides administrative support to Trust Officers
Direct contact with grantors
Escalates risk issues identified in work assignments
Follows best practices and adheres to controls over efficiency and risk management
Assists in collecting critical documents and assets
Preparing disbursements
Other trust administration tasks
Supports the administration and fiduciary management within client relationships
Support the administration of trust accounts within assigned book
Serve as primary point of contact for the client on the trust account relationship
Communicate regularly with the client on trust matters
Support overall trust administration management
Ensure high-level client service through timely and appropriate interactions with the client
the client’s advisors
and internal partners
Develop relationships with clients to best support administration of their trust accounts
Provide assistance to facilitate client requests and meet distribution needs
Ensure activities adhere to account administration policies and procedures
Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records
Assist with preparing business and client presentations
Represent the Bank in a professional and competent manner
Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices
Understand and adhere to the Company’s risk and regulatory standards
Identify risk-related issues needing escalation to management
Promote an environment that supports belonging and reflects the M&T Bank brand
Maintain M&T internal control standards
Complete other related duties as assigned
How You'll Work.
Team & Collaboration
work well as a member of a team; communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance; communicate externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants
Communication Scope
Proven verbal and written communication skills; communicate regularly with the client on trust matters; Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners; Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners
Full Job Description
# **Overview:** Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships. ## **Primary Responsibilities:** * Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. * Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management. * Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners as necessary. * Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs. * Ensure activities adhere to account administration policies and procedures. * Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records. * Assist with preparing business and client presentations as requested, with supervision. * Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. * Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices. * Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with
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