Trust Administration Specialist

Job Description The Trust Administration Specialist is responsible for performing a variety of duties including account administration, retaining current customer portfolios, conducting customer interviews and presentations, analyzing financial information, and reviewing client accounts regularly. This position is also responsible for remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries. Essential Functionsu2022 Comply with Trust policies and proceduresu2022 Assist with sett personal goals and targetsu2022 Review customer account transactions dailyu2022 Oversee / schedule client distributions / bill paymentsu2022 Schedule client meets on periodic basisu2022 Prepare / review customer documentation and agreementsu2022 Manage personal workload/workflowu2022 Administer Trust relationships appropriatelyu2022 Conduct regular investment review of portfolio with Investment Officeru2022 Assure appropriate management of IRA's and fundsu2022 Initiate and author client correspondenceu2022 Cultivate potential referrals from exist accountsu2022 Analyze accurate customer needsu2022 Recommend investment / trust alternativesu2022 Finalize new agreements with customersu2022 Cross sell other Bank products and servicesu2022 Recommend improvements to proceduresu2022 Maximize technology tools availableu2022 Assure accurate information passed to Trust Operationsu2022 Oversee system cod on individual accountsu2022 Adhere to stated Trust department fee schedulesu2022 Minimize non standard fee schedules Additional Essential Functionsu2022 Ensure compliance with Northwestu2019s policies and procedures, and Federal/State regulationsu2022 Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyu2022 Work as part of a teamu2022 Work with on-site equipment Safety and Health for those without supervisory duties u2022 Abide by the rules of the safety and loss prevention programu2022 Perform work tasks in a safe manneru2022 Report any and all injuries to supervisoru2022 Know what to do in case of an emergency QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EducationBachelor's Degree business / finance / related Work Experience Customer service experience General Employee Knowledge, Skills, and Abilitiesu2022 Ability to establish effective working relationships among team members and participate in solving problems and making decisions u2022 Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written u2022 Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information u2022 Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information u2022 Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and AbilitiesAbility to analyze financial data Client relationship management skills Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. A t Northwest, weu2019re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Created: 2026-01-29