Wealth Client Specialist - Personal Trust

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

Wealth Client Specialists will initiate the administrative review process as required by Regulation. Working as a critical partner with the fiduciary team to identify administrative gaps and responsible for quality assurance and quality control functions consistent with first line of defense established policies and procedures to ensure data integrity and regulatory compliance.

Review Process

Annually review account integrity. The role proactively initiates reviews as scheduled by reviewing governing agreement, document files, account balances and administrative coding to ensure completeness and alignment. The process will identify exceptions and forward them to the fiduciary team for resolution.

Other Duties

At times, the Specialist may be called upon to back up other specialist functions to support the Personal Trust team. These functions may include IRA transactional reviews, administrative testing and logging Committee minutes. In addition, the Personal Trust team may initiate special projects requiring the Specialist's participation.

Bachelor degree with 6 months related banking or financial services experience OR High school diploma or GED with minimum of 4 years of trust or financial services experience

Preferred Skills

• Prior experience in Wealth Management/Trust or financial services
• Highly organized and efficient at task completion

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.