Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned accounts. Serves as the administrative partner to the relationship management team. Tracks distributions, fees, discretionary requests, and other activities associated with account activity. Leads in account acceptance review, onboarding, and asset transition. Ensures accounts are properly documented and adhere to regulatory standards. This position may administer and manage smaller trust accounts across the entire bank footprint, which may limit client interaction to virtual.

• Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts.
• Relationship Management - Drives ongoing client service to maintain strong relationships, expansion of High Net Worth services and revenue opportunities.
• Collaboration - Partners with other associates on administering client relationships, managing client communications, and service responsiveness. Coordinates aspects of service across team to ensure a satisfactory client experience.
• Sales - Promotes High Net Worth wealth offerings with existing clients and collaborates with wealth partners to grow relationships. Proactivley develop a center of influence and professional network across the market.

Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning

License or Certification Type: Certified Trust & Financial Advisor (CTFA) Preferred, Certified Financial Planner (CFP) Preferred