In-House
Scottsdale, AZ
Attorney in Scottsdale, AZ
Non-practicing Attorney
3-5 yrs required
No
Job Title: Senior Trust Advisor
Job Responsibilities:
- Manage a large and complex book of trust accounts, ensuring a positive client experience.
- Oversee the day-to-day administration of trust accounts in partnership with a Trust Administrator.
- Analyze trust documents for legal, tax, administrative, and investment issues; coordinate the delivery of trust services, advice, and solutions.
- Recommend trust and wealth planning advice and solutions that align with company requirements and client objectives.
- Collaborate with internal business partners to develop strategies for deepening client relationships.
- Partner with Wealth Advisors, Financial Advisors, and Relationship Managers to evaluate and price new trust business, understanding the trust's purpose, the company's role, inherent risks, and client expectations.
- Provide recommendations to the acceptance committee regarding the suitability of trust accounts and may provide certain approvals.
- Conduct fiduciary analysis, offer recommendations on the company's exercise of discretionary powers as trustee, and may provide certain approvals.
- Review trust accounts to ensure compliance with trust documents, laws, regulations, and internal policies; may approve discretionary action requests and trust reviews submitted by Trust Administrator.
- Collaborate with legal counsel to resolve legal issues.
- Partner with Tax Advisors and legal counsel to address tax issues.
- Develop relationships with beneficiaries and their advisors to understand the grantor's purpose and meet beneficiaries' needs.
- Address client and advisor inquiries.
- Promote professional development by maintaining an in-depth understanding of trust administration, wealth planning techniques, and the trustee services industry.
- Stay informed about significant changes or developments in the trusts and estates industry, including taxation, regulatory, legal, and competitive aspects.
- Maintain all required licenses and designations.
- Understand company compliance, regulatory, and departmental policies and procedures, including regulatory requirements and risk appetite.
- Identify process improvement opportunities and business solutions; participate in special projects and perform other duties as assigned.
Education and Experience Information:
- Bachelor's degree required.
- Certified Trust and Financial Advisor (CTFA) designation required (or ability to obtain within 1 year of assuming the position) or hold CFP or Juris Doctorate (JD).
- Minimum of three years of trust administration and client relationship management experience.
- Exceptional client relationship management skills.
- Excellent writing and verbal communication skills.
- Positive attitude with the ability to adapt in a rapidly changing environment.
- Ability to work independently and as part of a team, balance multiple responsibilities, and demonstrate exceptional time-management skills.
Preferred Qualifications:
- Advanced degree (MBA, JD, CPA, LLM).
- Five years of trust administration and client relationship management experience.
Salary Information:
No specific salary information is provided in the text.
Special Factors:
- Company is not offering visa sponsorship for this position.
About the Company:
Jun 10, 2025
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