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Years of Experience
Date Last Verified
ProfileSenior Trust Officer The candidate will be Partner with PCAs to drive business development / close new Trust business in prospecting activities. Will proactively identify and harvest opportunities to deepen relationships within current client base. Will meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Will proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Will proactively identify and resolve client issues. Will engage in high level trust administration; oversee all administration activities. Will identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention.
Qualification and Experience
The candidate should be technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Should have initiative/proactive approach to problem solving. Must have ability / drive to “ask for the order” to close sales. Must have knowledge of policies, procedures, regulatory requirements. Must have a minimum of 5 years of trust administration and estate planning experience.
Job number: 17057586