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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
WM Senior Trust Administrator 4 - Trust Center Fiduciary Manager Duties: Mitigate operating losses and fiduciary risk exposure within a Trust Center environment. Work closely with the Trust Center Director, Trust Center Managers and team members within the Trust Center(s). Monitors trust administrators are managing their book according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Perform internal audits to verify compliance with established standards and partners directly with the bank’s risk partners. Provides fiduciary oversight and answers difficult or complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents and works with team members to assure proper documentation for all discretionary requests from clients. Confers directly with clients, the bank’s Partners and Centers of Influence as well as external resources i.e.; accountants, attorneys regarding trust/financial information, reacts accordingly and re-prioritizes if appropriate. Responsible for training Trust Center team members on all updated policies and procedures. May act as mentor within the organization. May assist in the design and implementation of procedures, controls and guidelines designed to meet policy requirements while creating processes and strategies to enhance the overall effectiveness of the group and client experiences. May act in absence of Trust Center Director.
Qualification and Experience
Basic Qualifications: 10+ years of relationship management experience. Extensive knowledge of trust, fiduciary law and federal /state regulations. Ability to effectively work with trust administrators, team leads and Trust Team Managers in a team environment. Ability to provide fiduciary oversight to complex questions regarding trust taxability, document interpretation and fiduciary risk management. Demonstrated working knowledge of fiduciary operational and risk mitigation standards, including the ability to effectively communicate related policies and procedures. Strong risk management experience. Strong PC proficiency. Preferred Qualifications: BA/BS in business. Graduate degree: MBA, LLM, JD preferred. CTFA, CFP or similar industry designation. Strong communication and diplomatic skills. Experience working in a team environment. Extensive knowledge of trust, fiduciary law, and federal regulations in a Risk Management Role.
Job ID: 5023062.
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