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Years of Experience
Date Last Verified
Trust & Estate Associate Duties: Work with the predecessor trustees to obtain tax returns, account statements, amendments etc. Obtain the necessary approvals on investment platforms spanning Consults, UMA , PIA, ETFs, Blackrock, MFs. Coordinate complex funding strategies (restricted stock) as well as exception diversification plans. Obtain necessary documentation and required approvals for the funding trusts with unique assets i.e. real estate, LLC/LPs. Prepare all new account paperwork for the various types of trust business, investment platforms etc. Prepare the Trust specialist checklist, the Fee analyzer. The Fee concession form if applicable, the Fee Set-up form which can be very complicated because one relationship can span multiple investment platforms, LOAs. ATF, generating LMA docs once the acct has been established. Generate pitch books for client meetings, sending marketing information to FAs as requested. Support role within a sales team, whose common goal is to provide Financial Advisors (FAs) with appropriate trust solutions in a timely and compliant manner and meanwhile attaining sales goals.
Qualification and Experience
Qualifications: Bachelor’s Degree is required. JD Degree strongly preferred. Previous trust experience strongly preferred. Understanding of (or the willingness and ability to learn) estate planning concepts, ML Trust Company products, platforms, systems, policies and procedures. Knowledge of the underlying nature of a client’s estate plan through appropriate interface with clients, financial advisors and outside legal and tax advisors. Must possess strong interpersonal skills. Strong verbal and written communication skills. Detailed oriented, accurate, well organized and possess a strong sense of urgency.
Job number: 18003024
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