Trust Client Assistant, SeniorAdvisor Solutions is a professional collaboration between two great financialfirms. Advisor Solutions allows clients to take advantage of Comerica Bank &Trust, N.A.'s professional trust administration capabilities, as well asthe services of their Financial Advisor, delivered through a customized,service-driven model. The Trust Client Assistant Sr. in Advisor Solutionsplays a vital role in this model, by serving as a support system for TrustAdvisors in Advisor Solutions and their book of business. As a Trust ClientAssistant Sr., you will work directly with your assigned Trust Advisor,our partnered Financial Advisors, and other internal business partners tocomplete routine and non-routine administrative tasks.

　　Position CompetenciesSuccessful incumbents will focus on effective written communication,problem-solving and organizational skills, successful incumbents mustpossess appropriate functional and technical skills, accuracy, the abilityto multi-task and prioritize daily/weekly/monthly tasks and ongoingprojects for maximum efficiency is a must.

　　Position Responsibilities:Serves internal and external clients including trust beneficiaries,vendors, colleagues in remote locations, and financial advisors at outsideinstitutions.Prepares reports required for annual account reviews.Performs data entry which includes check writing, ACH set-up, and accountinformation editing.Accesses statements, account data, and tax reports from variousproprietary data bases.On-going maintenance of customer accounts which involves coordinating changesto account files, statements, and name and address information.Monitors client's daily cash positions for overdrafts and exceptions to cashpolicy; ensures sufficient funds are available in accounts to meet trustagreement objectives.Executes procedures to open/close/transfer accounts; collect assets frombrokers or outside institutions.Proactive and reactive contact with clients for routine requests, crisisresolution and problem solving.Must be able to acquire basic understanding of trust agreements/documents.

　　Position Qualifications:High School diploma or GED1 year of experience as a personal trust assistant or working in a relatedenvironment (accounting, tax, investments, financial planning)2 years of experience in written and verbal communications with all levels ofstaff and clients

　　Denver Place8:00am - 5:00pm Monday - Friday

　　Comerica is proud to be an Equal Opportunity Employer - veterans/individualswith disabilities, committed to workplace diversity.