Vice President Trust Officer

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Vice President, Trust Officer
The candidate will manage and administer the normal and the more highly complex trust accounts, in accordance with the terms of the account and in a manner consistent with the needs of principals and beneficiaries. Will be responsible for acquiring additional assets and customers. Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal instruments. Apply sound fiduciary judgment to trust matters. Identify and resolve client issues arising in the course of administration of an account and provide professional service to satisfy client needs. Review and approve initial account reviews. Develop and approve estate, trust, agency and ILIT account reviews. Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information. Manage, prepare, develop and facilitate the delivery of trust services for both normal and the more complex estate plans to include: multigenerational trusts with broad discretion among multi-family lines; complex gifting situations; unusual family dynamics; litigation concerns; interaction with multiple co-trustees as well as family and professional advisors; closely held businesses; foundations; and administration of complex estate settlements and new successor trustee appointments. Participate in new business development. Regularly initiate contact with existing and potential customer referrals to expand/establish relationships and acquire additional assets. Retain client base by adhering to established client contact standards. Involve all team members as necessary. Promote trust services and establish new trust accounts in branches. Conduct product and referral training for Financial Professional's (FPs). Develop goodwill and provide assistance to any FPs and affiliates. Develop and cultivate external centers of influence (FPs, Attorneys, CPAs, etc.) and actively participate in community affairs and professional associations to facilitate the acquisition of new business and promote Trust Co. services. Identify client needs based on significant life events. Counsel clients on a variety of financially based life decisions. Execute decisions and manage financial risk for client accounts. Keep abreast of changes in legislations and regulations affecting estate planning and trust administration. Perform any other duties as assigned. Should have a BA degree or equivalent education and related training. Attorney, JD, or CTFA professional designation is preferred. Graduate of Cannon or other field specific program will be considered. Must have 5+ years of experience in trust administration. Knowledge of current developments in estate planning and trust administration is needed. Solid understanding of the financial markets is essential. Should have strong PC skills, to include MS Outlook, Word & Excel. Extensive knowledge of the interpretation and practical application of document provisions, probate law, taxes, investments and the legal framework of estate and trust administration is essential. Strong analytical skills and the ability to resolve questions arising from account administration is a must.

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