Serve as the trust administrator for designated clients
Administer special assets, review annual trust reviews
Provide daily administration for trust and investment accounts
Consult with Trust Administration Committee, Trust Counsel, beneficiaries, outside trustees, financial advisors, attorneys and CPAs
Coach, mentor and supervise trust specialists in all aspects of trust administration
Manage financial advisor and client relationships
Identify client needs, address client concerns, resolve issues
Participate in special projects and initiatives

Bachelor’s degree preferred
Advanced degree/certification preferred
Five years’ experience in trust administration, preferably with a broker-dealer or in a traditional bank/trust company
Knowledge of financial planning, philanthropic planning and fiduciary law
Verbal and written communication skills for effective interactions with clients and financials advisors
Detail-oriented, especially with trust administration, tax and investment requirements
Experience with Microsoft Office and ability to adapt to trust, and tax accounting applications
Organizational skills

AVP, Trust Officer

Key skills