Job Profile. Trust Advisor
The candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. Will execute the terms of any plan or document in which company serves as trustee, or agent while observing all policies and procedures, including those related to risk management and compliance. Will also develop, interpret and communicate more sophisticated estate planning issues to the client and team members. Support the advisor team in the presentation of fiduciary services to clients and prospects.