Director, Trust Administration

Role Overview

• Work as part of a Client Strategy Team, or serve as the primary relationship manager, to provide expert fiduciary administration for an existing portfolio of trust and investment management accounts.
• Ensure that all accounts are administered in accordance with governing instruments, internal procedures, and applicable laws and regulations.
• Build and maintain strong relationships with clients, beneficiaries, and next generation to meet their financial and estate planning needs.
• Work collaboratively with internal colleagues from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated client solutions.
• Partner and communicate with clients, beneficiaries, co-trustees, trust protectors, external counsel and other individuals associated with the administration of fiduciary accounts.
• Responsible for the driving the profitability and growth of the Trust Discipline consistent with established strategic goals and priorities.
• Maintain appropriate contact with clients and beneficiaries through regular contact to service needs effectively, mitigate risks, and deepen existing relationships with the next generation.
• Develop and maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource to elevate and grow existing client relationships.
• Actively participate in business development activities, including identifying opportunities to expand existing relationships and attract new clients.
• Stay current on changes in trust and tax law, and estate planning trends to provide proactive guidance to clients.
• Mentor and support less seasoned team members, fostering a culture of collaboration and excellence.

Requirements

• Bachelor’s degree in Business, Finance, or a related field; JD preferred.
• Minimum of 5 – 7 years of relevant experience in trust administration, estate planning, or wealth management.
• Strong knowledge of fiduciary principles, trust laws, and estate planning strategies.
• Professional designations such as CTFA, CFP, or CPA are highly desirable.
• Exceptional interpersonal, communication, and relationship-building skills.
• Proven ability to manage complex client relationships and deliver exceptional service.
• Strong analytical, organization, and problem-solving abilities.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans