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The position involves administering a complex case load of Retirement Plan, IRA, and investment agency accounts to ensure compliance with applicable contract terms, laws, and department policies. The role requires managing relationships with clients and their professional advisors, developing a thorough understanding of client needs, and making cross-referrals to appropriate Bank resources. Additionally, the position includes directing, reviewing, and approving account transactions submitted by Trust Specialists, initiating and reviewing customer-directed custody account trades, and providing advice to clients regarding Retirement Plan setup and compliance requirements, including audits as necessary. The role also involves evaluating and managing account cash flow, performing formal administrative account reviews annually, and ensuring proper documentation and fee structures.
