Responsible for providing customer service and account administration in addition to the sales and distribution of investment and fiduciary services. This position involves profiling customers, identifying customer’s financial needs and managing those relationships and developing new relationships.
Participate in the development of new business from existing or prospective customers by advising clients, both individual and corporate, concerning the design and administration of individual investment and trust accounts.
Administers routine personal trust accounts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument.
Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and duties of the Bank.
Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Maintain contact with clients to discuss and advise on issues.
Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and trust issues.
Manages Mutual Funds, Bonds, and Equity Portfolios
Preparing fiduciary and estimate tax returns.
Develop and maintain relationships with bank personnel to expand understanding of trust services and to stimulate referrals.
Refer prospects to the bank or brokerage area that do not meet the criteria for a Trust client. Measured against annually negotiated referral goals.
Maintain current understanding of regulations as they relate to Fiduciary issues and Trust investments.
Juris Doctor required
5 years Trust/Legal/Wealth Management Experience
Strong personal trust and relationship management skills
In-depth knowledge of fiduciary services
Considerable knowledge of personal trust products and services
Strong networking and business development skills
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, verbal and written communication skills
Proven business development success