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 the development of the next generation. Provides guidance and solutions for the development and ongoing 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 the 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. Should have a High School Diploma or GED and seven (7) years of relevant experience may also qualify; Bachelor’s degree in business, finance, economics, accounting, or a related field; 5 years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services); demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts; advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation); professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS); ability to interpret and present complex topics in a concise and effective manner; ability to manage multiple goals and deadlines; demonstrated confidence in delivering and explaining solutions with a high degree of influence; excellent oral, written, and organizational skills; proficiency in Microsoft Office (Word, Excel, PowerPoint); proficient presentation and sales skills; strong analytical and problem-solving skills, including attention to detail

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