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Sr Trust Client Assistant
Detroit, MI
Job Description
Trust Client Assistant, Senior (Special Needs Solution Team)
Seeking a dynamic self-starter to join Comerica's Special Needs Solutions team as a Trust Client Assistant. This team's important mission is to improve the quality of life for special needs trust beneficiaries and their families. While each day is a challenge for individuals with special needs, as a part of this team you can help enrich the lives of our clients. The Trust Client Assistant Sr. on the Special Needs Solutions team plays a vital role supporting our Special Needs Advisors and their books of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, other internal business partners and our clients 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.
Seeking a dynamic self-starter to join Comerica's Special Needs Solutions team as a Trust Client Assistant. This team's important mission is to improve the quality of life for special needs trust beneficiaries and their families. While each day is a challenge for individuals with special needs, as a part of this team you can help enrich the lives of our clients. The Trust Client Assistant Sr. on the Special Needs Solutions team plays a vital role supporting our Special Needs Advisors and their books of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, other internal business partners and our clients 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 disbursements, ACH set-up, sends Wires, Account to Account transfers 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.
- Proactive and reactive contact with internal clients for routine requests, crisis resolution and problem solving.
Position Qualifications:
- High School diploma or GED
- 1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning)
- 2 years of experience in written and verbal communications with all levels of staff and clients
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
1+ years
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