BE PART OF A BANK LIKE NO OTHER.

When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

JOB SUMMARY:

The Trust Administration Associate will assist Fiduciary Advisors and Trust Officers in the daily administration of Trust & Fiduciary Services relationships and engagements as well as handle additional responsibilities as identified by the Chief Fiduciary Officer (such as ensuring process consistency for trust staff, effective on-boarding of new business, leading Trust Associate projects, etc.).

RESPONSIBILITIES, DUTIES, AND ACCOUNTABILITIES:

• Assist Trust Officers and/or Fiduciary Advisors in the management of trust relationships, including on-boarding, administration, and accounting closings

• Oversee Trust Associates in execution of Daily Account Transactions: bill paying to be processed by Operations, review of daily transaction history, prepare wire documents as needed, review daily overdraft reports, and check reject log

• Prepare correspondence and reports for Trust Officers and/or Fiduciary Advisors

• Work directly with clients as requested by the Trust Officers and/or Fiduciary Advisors, and research customer inquiries in a timely manner

• Provide support to Trust Officers and/or Fiduciary advisors in their business development efforts

• Ensure that incoming mail is processed and delivered to Trust Officers and/or Fiduciary Advisors

• Research client inquiries as directed by Trust Officers and/or Fiduciary Advisors

• Prepare discretionary review forms in support of Trust Officers and/or Fiduciary Advisors and participate in such evaluations

• Initiate workflows and transaction, including preparation of requisite paper work (memos and transaction tickets) to be processed by Operations

• Assist other trust department personnel as may be requested

• Supervise and assist with the completion of projects as requested

• Attend training as available and requested

• Review monthly fee calculation and fee related transactions reports for Trust Officers and/or Fiduciary Advisors

• Miscellaneous scanning, indexing, filing, file retrieval, and preparation of documents for relationship file maintenance purposes

• Retrieve necessary reports for Reg 9 initial and annual administrative reviews for Trust Officers and/or Fiduciary Advisors and complete the review process for review and approval

• Provide backup assistance when other Associates are on vacation or sick

• Train new Associates and provide ongoing advice and mentoring

• Take the lead in and implement significant additional projects as identified by the Chief Fiduciary Officer

• Contribute to the fostering of a strong, team-oriented, positive culture

QUALIFICATIONS:

• Bachelor’s degree or equivalent experience required

• Educational certifications (CTFA, CFA) preferred

• 5 years working in a Trust department of a Bank

• Ability to provide training to trust associates on systems, processes, and policies

• A professional attitude and appearance

• Ability to multitask and maintain thorough documentation of activities

• Ability to draft professional and effective letters and presentations

• Strong knowledge of Microsoft Word, Excel, and Outlook

• Familiarity with Trust Accounting Systems

• Ability to work under pressure

BASE PAY:

$68,928.00 - $84,048.00

Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

SVB benefit programs are designed to meet our employees where they are in life. SVBers may enroll in core benefits programs, plus take advantage of customized perks and offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here

© 2022 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB ).

EQUAL EMPLOYMENT OPPORTUNITY

Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.

Silicon Valley Bank UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Together, First Citizens and Silicon Valley Bank offer you the strength and stability of a diversified financial institution with over 125 years of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.