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Years of Experience
Date Last Verified
Senior Trust Officer The candidate must be highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Proactively identify and resolve client issues. Engage in high level trust administration; oversee all administration activities. Document interpretation. Oversee risk management activities. Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention.
Qualification and Experience
The candidate must be Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification). Should have 5 years of trust administration and estate planning experience. Should have technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Must have initiative/proactive approach to problem solving. Should have knowledge of policies, procedures, regulatory requirements.
Job number: 18035534
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