Trust Relationship Manager-1404958
Description
.
GENERAL FUNCTION:
The Trust Relationship Manager oversees and manages the trust accounts assigned. Provides high quality service to internal and external clients in order to meet and exceed expectations. They provide consultative and technical solutions to all aspects of Trust Administration, regulatory compliance and fiduciary standards and investments.
DUTIES & RESPONSIBILITIES:
· Serve as the primary contact for the assigned fiduciary relationships
· Interface with third party financial advisors assigned to accounts
· Make personal visits, telephone calls or correspondence with clients
· Perform daily account administration functions
· Develop and maintain new fiduciary trust business, assist in sales meetings
· Serve on the AIRC committee
· Prepare annual account reviews, encroachment requests, acceptance and closing memorandums on all accounts
· Monitor investments for proper authorization and compliance and interact with portfolio manager
· Respond to auditor and bank examiner inquiries as requested
· Assist in the training and evaluation of the assigned Administrative Assistant
· Perform other assignments as requested
· Communicate and work closely with all professional partners and co-workers
· Oversee the charging and collecting of fees to insure the accuracy and timeliness of collection
SKILLS & REQUIREMENTS:
Bachelor’s degree (B. A.) or equivalent required, JD or CFP/CTFA preferred.
· 5-10 years of Trust Administration or equivalent legal/financial services industry experience
· A good working knowledge of all types of Fiduciary relationships
· Strong interpersonal and effective communication skills
· Strong organizational skills and aptitude for detail
· Teamwork and leadership orientation
· Ability to easily adapt to changing work environment
Per visualizzare l’annuncio completo clicca qui
