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Trust Officer II Custody

City National Bank
Los Angeles, USA
Full-time
Senior Level
Onsite
USD 71869-114797 yearly
Discovered 1 months ago

Full Job Posting

  • Administer Custody, Business Escrow, agency and Individual Retirement Accounts (IRA's) where CNB is acting as Trustee for account opening, periodic account administrative reviews, cash transfers, wire transfers, asset transfers, asset valuations and the reviews.
  • Administer a book of Account relationships. Work with assigned clients and/or their relationships contact to administer the investment accounts to ensure adherence to Bank policies and procedures, regulatory compliance, overall profitability, and retention of the accounts assigned.
  • Effectively manage and prioritize requests to ensure a high quality service experience is provided to clients.
  • Assist with regulatory examinations, independent audits, internal audit compliance reviews and work with the Retirement Services Manager to implement action plans to correct deficiencies and update policies and procedures where needed.
  • Maintains a proactive commitment to established Bank programs.
  • Bachelor's Degree or equivalent
  • Five years of experience in the administration and custodial accounts.
  • Five years of experience in a client facing role in a financial institution.
  • Five years of experience in working with ERISA Qualified Plans under the Employee Retirement Income Security Act (ERISA).
  • Five to seven years of experience in the administration of defined contribution, defined benefit and other employee benefit trust, agency and custodial accounts.
  • Five years of experience in a client facing role in banking or financial services environment.
  • Bachelor’s degree in Business, Finance or related area preferred
  • Excellent organizational and problem solving skills.
  • Experience with SEI’s Trust 3000 Trust Accounting system
  • Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent verbal and written communications skills sufficient to interact with all levels of Bank personnel and clients.
  • Demonstrated in-depth knowledge of the fiduciary and prohibited transaction provisions associated with the Employee Retirement Income Security Act (ERISA).
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

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