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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 10 yrs required
Manager, Trust Administration Duties: Responsible to retain and expand existing trust relationships and acquire new trust clients by identifying, developing and managing a portfolio of personal trust relationships and provide oversight in the development and expansion of personal trust line of business in the assigned location. Administer larger, more sensitive and higher profile Personal Trust Accounts.. Manage and oversee the performance of personal trust staff, includes conduct performance appraisals, monitor performance issues, plan for employee development and training, counsel, motivate, coach, mentor, etc.. Supervise and assist local staff in the administration of accounts assigned to them.. Develop and prepare budget for their assigned office.. Oversee compliance with company policies and procedures with in their location. Participate and assist in the development of new business prospects and confer with potential customers.. Knowledge about how the organization operates. Knows how to accomplish objectives through formal and informal channels. Understands the origin and reasoning behind key policies, practices and procedures. Manages all kinds and classes of people equitably. Deals effectively with all races, nationalities, cultures, disabilities, ages and gender. Hires variety and diversity without regard to class. Supports equal and fair treatment and opportunity for all. Understands group dynamics and what people value and need to be successful. Blends people into teams when needed. Creates strong morale and spirit within the team. Shares wins and successes. Fosters open dialogue. Lets team members finish and be responsible for their work. Defines success in terms of the whole team. Empowers others. Invites input from each person. Shares ownership and visibility. Creates a feeling of belonging in the team.
Qualification and Experience
Requirements: Bachelor’s degree or equivalent in finance, accounting, management or a related field plus the completion of a respected trust school. 10+ years as a personal trust officer or specific trust related experience. Preferred: MBA or JD Degree. Completion of the Cannon Financial Institute Trust School. Prior management experience.
Requisition Number: 16-0333
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