Trust Administrative Review Officer

Define, deliver, and adapt specialized financial products for personal trust accounts by selecting the best approaches within established systems. Develop and implement relationship management plans to identify decision-makers within customer organizations and ensure effective two-way information flow. Collect feedback from identified customers or segments to provide themes, summary analyses, and recommendations for changes based on input. Maintain and renew deep knowledge of organizational policies, procedures, and regulatory codes, ensuring own work adheres to required standards. Identify patterns of noncompliance within the team, taking appropriate action to report and resolve issues as appropriate. This role requires regular contact with senior management and other internal customers to identify, research, and resolve complex accounting issues.