Relationship Manager - Trust Administrator
Core
Serve as the primary liaison for beneficiaries, co-fiduciaries, and wealth management clients, coordinating comprehensive trust and estate solutions across tax, financial planning, and investment domains.
Role type
Senior Relationship Manager / Trust Administrator
Builds
Coordinated, comprehensive solutions for families, trusts, and foundations
Domain
Wealth Management / Trust & Estate Administration
Deliverable
client delivery
Required skills
Trust administration, governing documents interpretation, client relationship management, cross-functional coordination, tax and financial planning knowledge, estate and guardianship services
Preferred skills
CTFA or CFP certification, Wealthbox CRM proficiency, Spanish language skills
Technologies
Wealthbox CRM, Microsoft Office Suite
Responsibilities
Maintain robust client relationships through proactive communication, serve as the primary point of contact for beneficiaries and counsel, develop knowledge of governing documents, act as a bridge between clients and service areas, work directly with clients and Managing Directors