Trust Associate - D.A. Davidson Companies

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. Youll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts. Type or Copy/Paste Job Description here

Qualifications:
* 2+ years of prior trust administration or related wealth management experience preferred.
* College degree or equivalent experience (preferably within trust administration) preferred.
* Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
* Paralegal certification or past employment in the capacity of a paralegal a plus.
* Basic understanding of fiduciary tax issues surrounding trust accounts.
* Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
* Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
* Detail oriented with strong organizational and problem-solving skills.
* Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPAs.

Duties:
* Maintain a working knowledge of Davidson Trust Company policies and procedures.
* Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
* Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
* Process correspondence, reports, proposals as requested by the Trust Officer.
* Assist in the administration of accounts at the direction of the Trust Officer.
* Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
* Complete basic information on annual reviews and coordinate with the Trust Officer.
* Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
* Maintain a thorough knowledge and understanding of trust accounting principles.
* Research and respond to client requests as necessary.
* Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
* Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
* Perform other duties and responsibilities as assigned.

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
* Medical, Dental and Vision
* Company 401(k)and ESOP contribution
* Paid holidays + Generous sick, vacation, and maternity/parental leave
* Pet Insurance
* Professional Development Opportunities
* Tuition Reimbursement ($15,000 lifetime cap)
* Discounted personal insurance including home, auto and recreational vehicles
* Charitable gift-matching program
* Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

The potential pay range for this role is $20.00 - $25.00. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. Additional incentive compensation may be earned based on performance.

D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.