This role is responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent and ultra-high net-worth clients. Provide administrative support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.

Key Responsibilities:

• Participate in onboarding new teammates and training

• Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions

• Utilize various trust systems to affect transactions, monitor accounts, create reports and prepare client presentations

• Respond to client requests for information and assistance within appropriate level of authority

• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction

• Continually render extraordinarily responsive and personal service to our Wealth Clients

• Authentication -Perform client identity verification utilizing multiple authentication procedures.

• Manage the department’s email box by organizing, prioritizing, responding to client and internal communication promptly.

• Oversee secure processing of client documents and payments in the lock box.

Basic Qualifications:

• Minimum of 2 years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience

Preferred Qualifications:

• Undergraduate degree

• Trust School graduate

• Certified Financial Trust Advisor (CFTA)

Professional Qualifications:

• Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate

• Demonstrate strong knowledge of bank policy and procedures

• Strong problem-solving skills

• Contributes to a positive team environment that fosters cooperation, trust and group identity

• Excellent interpersonal and relationship management skills

• Excellent oral and written communication skills

• Exemplary customer service and professional etiquette skills

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Maryland, New York or Washington as set forth below.

The application window for this job will remain open until at least 09/02/2024. However, if this date has passed, please note we are still accepting applications.

Information on benefits is here. (https://www.accenture.com/us-en/careers/local/total-rewards)

Role Location Hourly Salary Range

California $22.26 to $49.33

Colorado $22.26 to $42.64

District of Columbia $23.70 to $45.38

New York $20.63 to $49.33

Maryland $20.63 to $39.47

Washington $23.70 to $45.38

What We Believe

We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.

Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (https://www.accenture.com/us-en/about/inclusion-diversity/us-workforce)

Equal Employment Opportunity Statement

Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Accenture is committed to providing veteran employment opportunities to our service men and women.

For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (https://www.accenture.com/content/dam/accenture/final/accenture-com/document/Annual-Policy-Statement-Regarding-EEO-2023-Applicant.pdf#zoom=50) .

Requesting An Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an email (https://www.accenture.com/us-en/about/contact-us) or speak with your recruiter.

Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.