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Trust Officer, Client Services Associate

Company: Saul Centers
Location: Bethesda
Posted on: November 19, 2021

Job Description:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus. The Trust Officer, Client Services Associate will assist and support Senior Trust Officers in the daily performance of duties and servicing of client relationships. Duties & Responsibilities: * Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) on a daily basis. Responds to their requests and works with them to resolve issues and meet their needs * Prepare and process cash contributions and distributions upon receipt of appropriate documentation * Facilitate stock transfers for gifting * Filing, copying, scanning and faxing * Utilize the UNITY platform for administrative services, account maintenance, and the creation of administrative reports * Process IRA and ERISA distributions. * Work with Senior Trust Officer 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 in all other aspects of trust administration * Other duties as assigned Selection Criteria: * 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 * Ability to follow through on projects in a timely manner * Proficiency and experience using MS Word, Excel * UNITY and FIS Accounting system experience preferred, but not required * 1-2 years of experience in client services * Bachelor's Degree or equivalent work experience Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance. If you are a candidate in need of assistance or an accommodation in the application process, please contact or 301-986-6000. Equal Opportunity Employer/Veterans/Disabled

Keywords: Saul Centers, Bethesda , Trust Officer, Client Services Associate, Other , Bethesda, Maryland

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