Junior Trust Administrator

City National Bank is a multi-award-winning and highly successful financial institution committed to delivering exceptional service to our customers—and that commitment extends across every role in our organization. We’re looking for talented individuals who share our dedication to excellence and understand the vital role customer service plays in everything we do.

Why choose City National Bank? At City, we understand that our employees are our greatest asset. That’s why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here’s what sets us apart:

1. Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you’ll be part of an organization that constantly strives for innovation and improvement—always with the customer experience in mind. 

3. Competitive Compensation and Benefits: In addition to a competitive salary, we offer paid time off, paid parental leave, medical, dental & vision coverage, and a 401(k) match.
4. Strong Company Culture: Our employees are the heart of our organization. We foster a positive, inclusive culture where collaboration thrives and every team member contributes to delivering exceptional service—whether directly or indirectly supporting our customers. 

Summary Description

Work closely with the Trust & Wealth Management Division Senior Trust Office and other administrators to independently provide account administration on a variety of account types, including various types of trusts, agency, custody, IRAs and estates. Act within Division's stated policy and relevant guidelines to manage a book of assigned accounts.

Essential Functions

• Responsible for administration of smaller trust, agency, custody, IRA and estate administration accounts as assigned.
• Access, input, and retrieve client account information utilizing trust accounting system.
• Provide client service through phone, in-person, and email communication with clients.
• Prepare annual Reg-9 reviews for assigned accounts.
• Assist with preparation and filing of estate appraisements and period and final settlements for estate accounts.
• Adherence to regulatory and compliance policies and procedures.
• Accompany and assist Senior Trust Officer and/or Business Development Officer with meeting preparation for existing and prospective clients.
• Assist Senior Trust Officer with special projects as assigned.
• May participate in various community related activities and functions.

Position Requirements

• Bachelor's degree in related field (Accounting, Finance, Economics preferred).
• Willingness to complete additional education as assigned.
• Overnight travel may be necessary on a limited basis.
• Work is generally performed indoors in environmentally controlled conditions.
• Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending, and carrying of light items in the course of the work.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Critical Skills/Expertise

• Strong attention to detail
• Strong analytical skills
• Computer proficiency: Word, Excel, Access, Accounting software
• Professional image
• Excellent oral and written communication skills

Schedule

Monday through Friday.

Join City National Bank and become part of a team where every role plays a part in creating outstanding customer experiences. We look forward to hearing from you!

City National Bank is an Equal Opportunity Employer.