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Years of Experience
Date Last Verified
ProfileTrust Officer Duties: Partner with Private Client Advisors in closing new business and provide advisory consultation to clients. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Proactively identify and resolve client issues. Engage in high level trust administration; oversee all administration activities. Document interpretation. Oversee risk management activities.
Qualification and Experience
Qualifications: Fiduciary professional with CTFA, CFP, AEP, JD Degree, or CPA. 4+ years of trust administration and estate planning experience. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Initiative/proactive approach to problem solving. Creative though prudent approach to providing solutions within Bank’s risk/reward profile. Ability / drive to “ask for the order” to close sales. Good people/partner communication skills / team player. Knowledge of policies, procedures, regulatory requirements. High level of savvy and sophistication re: high net worth clients’ concerns / issues. Ability to communicate and connect with high net.
Job number: 17049215