Overview:

Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion.  Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management.  Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks.   Supports the administration and fiduciary management within client relationships.

Primary Responsibilities:

• Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
• Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.
• Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners as necessary.
• Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs.
• Ensure activities adhere to account administration policies and procedures.
• Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records.
• Assist with preparing business and client presentations as requested, with supervision.
• Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
• Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Scope of Responsibilities:

An important component of the position is the ability to work well as a member of a team and communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.

Supervisory/Managerial Responsibilities:

Not Applicable

Education and Experience Required:

Associates degree and a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience

Self-motivated

Proven verbal and written communication skills

Proven presentation skills

Proven organizational skills

Strong customer focus

Proficiency with personal computers

Experience maintaining high level of integrity and professionalism

Education and Experience Preferred:

Bachelor’s degree

Minimum of 1 years’ estates and trust experience

CTFA (Certified Trust and Financial Advisor) certification

Ability to read and interpret governing instruments related to account administration

Strong interpersonal skills

Physical Requirements:

Location