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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Trusts and Estates
Min 4 yrs required
Trust Officer II, - Trust Office The candidate will receive products and services from Alternative Investment Solutions (AI Solutions), which gives qualified individual investors and institutions access to hedge funds, private equity funds and tailored investments. Will exercise sound judgment in decision-making, taking into consideration managing risk and compliance with internal policies and procedures. Manage fiduciary risk and ensure administrative and compliance excellence. Understand legal, risk and compliance issues, and know when and with whom to partner to resolve. Work with PCA's, PCM's, PM's and other members of the client team on development of the client relationship plans for sales presentations and assists in delivering financial and estate planning during client meetings. Supports profitability of relationships by focusing on achieving standard pricing for new and existing Trust accounts. Bachelors Degree (required) and/or JD or Paralegal education/training is a plus. Post Graduate Degree is desired. CTFA , CFP and/or Professional Fiduciary Education and Training is desired. Should have 4+ years prior experience managing or servicing Trust accounts and clients Should have 4 + years of prior experience working and achieving goals in a matrix. Should have 4 + years prior experience growing a business and leadership skills. Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration. Able to fully understand and follow the terms of governing documents is needed. Investment or portfolio background is a plus. Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills are essential.
Job number: 18051802
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