The Trust Customer Support Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Customer Support Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Customer Support Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Customer Support Assistant works under moderate supervision. Gains or has attained full proficiency in a specific ar ...ea of discipline. Working as a Trust Customer Support Assistant typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.More Show Less
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