Trust Senior Specialist

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team!  Currently, we are looking for an experienced professional to join the Trust and Wealth Services team as a: 

Trust Senior Specialist 

This opportunity may be perfect for you if you have experience in:  

> Excellent communication skills

> Strong organizational and attention to detail skills

> Solid analytical skills
 

About the position:
 

In this position with our Wealth Management Trust and Wealth Services department, you would be responsible for providing excellent customer service and supporting Trust Professionals with various administrative and transactional requests. And responsible for ensuring compliance with NYS statute, regulatory and tax laws related to Trust and Estate Administration (Personal Trust). This position is 100% in the office in Glens Falls, New York.

Responsibilities:

> Assist customers with variety of requests with Trust and Wealth Services team to provide excellent customer service while referencing knowledge of Company operations, products, services, and programs 

> Maintain files and prepare discretionary distribution documentation, both paper and electronic, to meet department standards and policies; assist with filing, scanning, and organizing of administrative trust records

> Organize meeting and new business materials, handling correspondence for agency and trust accounts, communicating with customers, trust beneficiaries, and trust and estate vendors

> Ensure compliance with regulatory and tax laws; responsible for keeping up-to-date with regulatory changes, compliance issues, and changes in policies or procedures.

> Participate in Cross-Sell Program and make referrals as appropriate.

> Keep job knowledge and skills up-to-date; participate in training, demonstrations, and other educational opportunities as well as reading relevant publications.

Qualifications:

Education/Certifications/Experience:

> Associate’s Degree or equivalent experience required; Bachelor’s Degree preferred

> 3 years of experience in related field preferred

Skills/Knowledge:

> Excellent communication skills, both written and verbal; comfortable communicating with clients, co-workers, and management

> Proficient in Microsoft Office Suite:  Word, Excel, Outlook, and PowerPoint; ability to learn department specific software

> Solid decision making and problem-solving skills; ability to prioritize multiple tasks/projects to meet critical deadlines

> Solid analytical skills, outstanding attention to detail, and adaptability a must

> Ability to learn New York State statute, regulatory and tax laws related to Trust and Estate Administration (Personal Trust)

 Physical Demands

> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.

> Must be able to repetitively use a telephone and computer mouse and keyboard.

> Ability to lift/move up to 15 lbs.

What we will bring to the table:

We believe in investing in our employees and helping them grow their career with us.  We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation.  Through our total rewards program, we offer a comprehensive benefits package featuring:

>    Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays

>    Medical, Dental, and Vision Insurance and Flexible Spending Plan

>    Multiple retirement plans including:  401(k), Pension, and Employee Stock Ownership

>    Education and Tuition Reimbursement

>    Employee Assistance Program for our employees and their immediate family members

We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

The salary range for this position is $19.00 - $23.00 per hour commensurate with experience and education.

Additional compensation may be earned through the Company’s annual bonus and incentive programs, subject to individual and company performance.