Trust Specialist I or II

Job Summary

Provides administrative and operational support in accordance with established systems and procedures. Maintains information database systems and other routine reports for management review and decision making. Establishes and maintains appropriate files and records. Responds to trust business related questions and inquiries, escalating more complex issues to senior team members for resolution.

Job Duties and Responsibilities

• Coordinates and monitors all daily activities and transactions necessary for the efficient administration of client accounts including account opening and closing, cash management, asset transfers, bill review and payment processing, cash disbursements, charitable gifting, private banking, sub-accounting and correspondence. Assists with the administration of retirement benefit plans as requested.
• Personal Trust: Coordinate client tax, estate and personal issues with CPAs, attorneys, insurance agents and other service providers.
• Communicates with internal and external customers regarding outstanding requirements, issues and transactions. Works with stakeholders to resolve problems related to internal department transactions and processes. Escalates more complex issues to senior team members for resolution.
• Maintains account files, activity logs, and other ad-hoc reports as required. Collects and organizes data, and prepares reports for management or customer review. Works with the systems administration teams to ensure data accuracy, integrity and confidentiality is maintained.
• Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner. Ensures data is maintained in accordance with document retention requirements and distribution is based on the need to know and authorizes level of access.
• Provides general administrative support within the department as needed.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education:

• High School Diploma or equivalent.

• One year of job related work experience and/or administrative support experience.

Required Knowledge, Skills, & Abilities:

• Basic understanding of accounting terms, concepts and formulas
• Strong time management and organizational skills
• Ability to perform multiple task at the same time, while maintaining attention to detail and meeting deadlines
• Strong verbal, written, and interpersonal communication skills to effectively interact with internal and external customers
• Proficiency using Microsoft Office and its related applications including Excel, Word, PowerPoint, and Teams

Preferred Knowledge, Skills, & Abilities:

• Bachelor's degree
• Knowledge of Trust administration and Trust products
• Working knowledge of Trust operations related to the departments area of focus
• Trust operating system experience
• Proficiency with DocuSign, InvestEdge, and Portfolio Online