Location: Wakefield, MA

Description: 

• Responsible for the administration of fiduciary accounts, including agency, custody, and IRA accounts.  Interacts directly with clients, facilitates all client requests, and monitors RMD payments and tax estimate payments.   

ESSENTIAL JOB FUNCTIONS

• Manages client relationships. Handles all aspects of requests.
• Responsible for payment of IRA required distributions.
• Completes account opening and intake forms for new accounts.
• Monitors and completes annual administrative account reviews.
• Participates as member of Trust Administration Committee,
• prepares documents to present to the committee, and keeps meeting minutes.
• Involvement in community organizations representing FFT.
• Required to participate in trainings, and comply with all Bank policies and procedures, as well as Federal and State banking laws and regulations.

OTHER DUTIES AND RESPONSIBILITIES

• Performs additional duties, as asigned.

PREPARATION, KNOWLEDGE, SKILLS & ABILITIES

• Bachelor’s degree or equivalent.

• Certified Trust Financial Advisor (CTFA) credentials
  preferred.  
• Minimum 3 – 5 years’ experience in the Trust Administration
  field.  
• Familiarity and ability to read and interpret trust
  documents.
• Knowledge of FFT’s investment products.
• Strong interpersonal and organizational skills.
• Ability to work as part of a team.
• Ability to problem solve, prioritize and multi-task.

SUPERVISORY RESPONSIBILITY

None

WORKING CONDITIONS/PHYSICAL DEMANDS

• Normal office environment.
• While performing the duties of this job, sitting is
  regularly required for long periods of time. The job frequently requires
  speaking or hearing. Specific vision abilities required by this job include
  close vision and the ability to adjust focus. 
  This job requires frequent computer monitor/laptop use and the ability
  to travel frequently.