Private Wealth Management Trust Advisor

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Private Wealth Management Trust Advisor
The candidate performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships. Generates new business opportunities including development of next generation. Provides guidance and solutions for the development and on-going maintenance of investment allocations, goals and objectives; typically responsible for smaller and/or less complex client relationships. Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management. Partners with Trust Administrator and Trust Specialist to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs, and custody accounts. The Trust Support Administrator is in initial deployment beginning with Administrative reviews. More Administrative tasks will be added over the next 18 months. Ensures that account administration complies with fiduciary principles. Coordinates client service activities with other wealth management partners. Acts independently using judgment while developing knowledge to understand the function and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products.

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