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Character-Building Thought Power
4-20 yrs required
Chicago office of our client seeks a manager, trust transition, and support with 5+ years of experience. Must have experience in banking or financial industry, trust and estate administration or related trust, financial or legal/paralegal experience a plus. 3+ years of client-facing experience is required. The candidate will review trust agreements, court documents, and asset statements to assess acceptability, profitability, and potential for risk in serving as trustee. Support for a wide variety of trust services. Coordinate with attorneys (local and otherwise) to accomplish judicial and non-judicial processes as necessary to ensure that trusts stay in sync with requirements and applicable trust law. Partner and collaborate with teammates, business partners, and clients to deliver an outstanding, white-glove service experience to clients. Shepherd clients' trusts through the stages of trust onboarding including trust review, feedback, drafting/amendment, and trustee designation and appointment. Proactively participate and provide input into continuous improvement to procedures and processes to align with a 'Through Client?s Eyes' perspective consistent with the client-first culture. Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community. Assist with internal and external audits. Stay in sync with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program.
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