Description
The Trust Administration & Governance Account Specialist is responsible for performing administrative account reviews of the Bank’s fiduciary service-related accounts, generating and disseminating reporting, and serving to deliver colleague support around administrative account review concerns. Additional duties will include supporting various trust administration related activities and initiatives as a member of the Bank’s Trust Administration & Governance team.
The incumbent in this role will focus on applying knowledge of fiduciary and trust account administration, as well as operational and risk management awareness to support effective account administration. This includes a meaningful customer experience combined with a culture of risk identification, escalation and timely mitigation of compliance and operational risks. This position is focused on communicating and driving consistent quality in the administration of the Bank’s fiduciary services.
Lastly, this role will also include general business support work as a member of the Trust Administration & Governance group.
Primary Responsibilities
- Conducting administrative account reviews in accordance with CFG Policy, regulatory requirements, and business line procedure.
- Developing and maintaining appropriate materials and records associated execution of the account reviews and associated reporting.
- Coordinate with other Citizens Private Wealth colleagues and teams involved in fiduciary services to ensure best practices are met.
- Participate in regulatory exams and internal reviews and audits, with a specific focus to support successful exams/audits.
- Participate in the training and development of colleagues involved in administering the Bank’s fiduciary services for clients.
Minimum Required:
• Proven ability to develop clear and concise communications and presentations
• Advanced Microsoft Office skills, specifically Excel and PowerPoint
• Experience coordinating routines and facilitating analysis and execution of data.
• Strong communication skills (verbal and written)
• Strong relationship management skills
• Demonstrates strong personal drive, individual initiative, a sense of urgency, and responsiveness
• Well organized and able to manage competing priorities and deadlines.
• Ability to effectively collaborate with others in different locations, departments and reporting lines.
Preferred:
• Experience in trust administration (fiduciary services) and operations.
Education and Certification/License
Bachelor's degree preferred
3+ years of experience in trust (fiduciary services) or financial services preferred
CTFA certification a plus
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
