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Years of Experience
Date Last Verified
PWM, Trust Services, Assistant Trust Officer, Associate Duties: Help to administer a book of a book of fiduciary accounts while maintaining the highest service and fiduciary standards. Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary. Prepare account regulatory reviews and discretionary distribution requests. Coordinate and oversee tax preparation on accounts with our tax compliance service provider. Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor. Coordinate client management with the primary relationship manager (Private Wealth Advisor). Attend client conference calls and meetings. Participate in internal and external marketing efforts. Interact with client attorneys and advisors.
Qualification and Experience
Qualifications: College degree required. Law degree a strong plus. CTFA designation a plus. 0 - 5+ years of experience administering trusts and/or estates. Understanding of Regulation 9, requirements and core concepts affecting fiduciary administration helpful. Understanding of core concepts of estate planning helpful. Basic understanding of the fiduciary investment process helpful. Strong team orientation. Ability to work in a fast-paced environment and think clearly under pressure. Self-motivated and able to work in an autonomous, yet collaborative environment. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills.
Job ID: 2018-42836
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