CASY-MSCCN Jobs

CASY-MSCCN Logo

Job Information

B.F. Saul Company Trust Officer, Client Services Associate in Bethesda, Maryland

Overview

Assist and Support the Client Service Team in the daily performance of duties and servicing of client relationships

Duties & Responsibilities

Duties will include, but are not limited to the following:

  • Communicate clearly and effectively with clients with team members to resolve client issues and meet client needs.

  • Prepare and process cash contributions and distributions upon receipt of appropriate documentation

  • Facilitate stock transfers for gifting

  • Filing, copying, scanning and faxing

  • Process IRA and ERISA distributions.

  • Work with team members to monitor cash positions in accounts on a daily basis and resolve any overdrafts

  • Maintaining administrative account files electronically through CRM

  • Organization of documents and correspondence

  • Complete special projects as requested

  • Support the Senior Trust Officers and Trust Associates in all other aspects of trust administration

  • Special projects and other duties as assigned

Qualifications & Skills

JOB REQUIREMENTS (SKILLS / ABILITIES):

  • Highly effective written and oral communication skills

  • Attention to detail and strong organization skills, with the ability to maintain legal documents

  • General knowledge of investment products

  • Problem solving skills

  • Strong ability to multi-task and complete projects in a timely manner

  • Proficiency and experience using MS Word, Excel

    EXPERIENCE:

  • 1-2 years of experience in client services

  • Bachelor’s Degree or equivalent work experience

    BFS7501

    Equal Opportunity Employer / Veterans / Disabled

LocationBethesda, MD

Job Category Client Services

DirectEmployers