Trust Specialist

C

Cumberland Trust & Investment Co.

Posted 3 months ago

Full Time

Nashville, Tennessee

Hybrid

Smart Summary

Responsibilities

Provide administrative support to the Trust team, including handling correspondence and phone calls. Manage data entry, process financial transactions, and maintain trust documentation and files.

Qualifications

You have at least one year of experience in banking, trust administration, or customer service and possess strong computer skills. You can organize detailed work to meet deadlines and are preferred to have a Bachelor's degree in finance, business, tax, or law.

Must Have Skills for ATS

trust administration

customer service

data entry

financial transactions processing

document management

file maintenance

Job Description

Description

Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities.

We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.

If you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you!

Cumberland Trust is searching for a Trust Specialist. You will be providing administrative support to the Trust team. This support can be answering phone calls and writing correspondence, or it can be more complex such as using basic trust and tax knowledge to assist others in the department with client support. Data entry and processing of financial transactions are in the purview of this role. In addition, you will maintain documentations and files on trusts.

Requirements

Here are some of the qualifications for this position:

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

· Minimum 1 year of experience with banking, trust administration, or customer service

· Proficient computer skills

· Ability to be organized and detailed while meeting deadlines

After a learning period, this position will be a hybrid in-office / home role. Cumberland Trust offers all the benefits that you would expect including an option for fully paid medical insurance for the employee. Our company is heavily involved in service projects in the community, and we would love to have you join us. If this sounds like you, please apply.

C

Cumberland Trust & Investment Co.

Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than 25 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have ten additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, Richmond, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to more than 140 employees, with over $10 billion in assets under administration serving clients and advisors all over the United States.
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