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Trust Specialist

Saint Louis, MO 63102

Posted: 01/28/2025 Employment Type: Contract Industry: Financial Services Job Number: 17316 Field of Expertise: Accounting & Finance Remote Friendly: No

Job Description

Our client, a large financial services company, is seeking an experienced Trust Specialist for a 12+ month contract assignment in St Louis, MO.  This role is fully onsite.

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties
  • Manages the set-up, implementation, and administration of trusts and estates.
  • Monitors transactions, cash flows, and account activity.
  • Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets. 
  • Reviews portfolios to ensure that they are in compliance with laws and regulations.
  • Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Pay Rate- $40.87/hour

 

Meet Your Recruiter

Danielle Potschantek
Senior Recruiting Consultant

Danielle joins Corps Team as a Senior Recruiting Consultant with over 20 years of Human Resource and Recruiting experience both on the staffing side and the corporate side. Danielle has experience managing the full recruitment lifecycle and developing efficient procedures to identify high-quality candidates. She has recruited for all levels in the organization and across multiple industries including technology, software, consulting, finance, and medical technologies.

Danielle is passionate about building strong relationships with her clients and matching high-caliber candidates to their open positions. Danielle is a member of SHRM and is a certified trainer in behavioral-based interviewing. She holds a Bachelor's degree from William Paterson University in Elementary Education and a Master’s degree from Fordham University in Human Resources Education.

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About Saint Louis, MO

Are you ready to take your career to new heights in the vibrant city of Saint Louis, Missouri? Explore our job opportunities in this dynamic area known for its rich history, iconic Gateway Arch, and delicious St. Louis-style BBQ. Home to world-class art galleries like the Saint Louis Art Museum, exciting sports teams including the Cardinals and Blues, and stunning parks like Forest Park, this region offers a perfect blend of culture and recreation. Join us in Saint Louis and unlock endless possibilities for growth and success as you embark on your professional journey. Discover your dream job today!