Trust Specialist jobs in United States
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Cumberland Trust · 10 hours ago

Trust Specialist

positionNashville,TN,US
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

Cumberland Trust is dedicated to providing personalized service in the trust sector and values the fulfillment and growth of its employees. The Trust Specialist role involves providing administrative support to the Trust team, including client support, data entry, and maintaining documentation related to trusts.

BankingFinancial ServicesVenture Capital

Responsibilities

Providing administrative support to the Trust team
Answering phone calls and writing correspondence
Using basic trust and tax knowledge to assist others in the department with client support
Data entry and processing of financial transactions
Maintaining documentations and files on trusts

Qualification

Trust administrationBanking experienceCustomer serviceProficient computer skillsDeadline managementBachelor’s DegreeOrganizational skillsDetail-oriented

Required

Minimum 1 year of experience with banking, trust administration, or customer service
Proficient computer skills
Ability to be organized and detailed while meeting deadlines

Preferred

Bachelor's Degree preferred, (finance, business, tax, or law is even better)

Benefits

Fully paid medical insurance for the employee

Company

Cumberland Trust

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nd Trust is a financial services company provide financial advisory services.
dateFounded in 2001
location
Nashville, Tennessee, USA
people-size51-200 employees
web-link
http://cumberlandtrust.com

Funding

Current Stage
Growth Stage

Leadership Team

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Joseph Presley
Chairman, President, and CEO
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Jennie Karrels Menzie
Chief Operating Officer & Corporate Counsel
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Recent News

Business Wire
Jennie Menzie Named CEO and President of Cumberland Trust
2023-05-02
Company data provided by crunchbase