Trust Specialist at Cumberland Trust & Investment Co.

Nashville, Tennessee, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

0.0

Posted On

15 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative support, Trust administration, Banking, Customer service, Data entry, Financial transactions, Correspondence, Computer skills, Organization, Attention to detail, Tax knowledge

Industry

Financial Services

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.

Responsibilities

The Trust Specialist provides administrative support to the trust team, including handling correspondence and phone calls. The role also involves processing financial transactions, performing data entry, and maintaining trust documentation.