About this role
Role Overview
- Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts
- Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds expectations
- Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
- Reviews agreements and prepare internal documentation to assure proper administration
- Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
- Directs Trust Administrators with various processing tasks
- Works closely with various team members to perform services
- Presents annual account reviews and actively participate in internal meetings
- Facilitates participant communications related to employer stock funds and distributions
- Promotes procedural prudence by complying with policies and procedures
- Identifies cross-selling opportunities
Requirements
- Bachelor’s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
- PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
- Trust system experience (e.g., SEI’s Trust3000)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements