Relationship Manager - Trust Administrator
Core
Serve as the primary point of contact and liaison for beneficiaries, co-fiduciaries, legal counsel, and wealth management clients to deliver coordinated trust administration solutions.
Role type
Senior Relationship Manager / Trust Administrator
Builds
Coordinated, comprehensive solutions for families, trusts, and foundations
Domain
Trust & Estate Administration, Wealth Management
Deliverable
client delivery
Required skills
trust administration, governing documents interpretation, client relationship management, internal liaison coordination, financial planning integration, tax services integration, legacy planning integration
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 across multiple financial domains; Serve as the primary point of contact for beneficiaries and external counsel; Develop working knowledge of governing documents and account agreements; Act as a bridge connecting clients with Tax, Financial Planning, Investments, and Legacy Planning; Work directly with clients and serve as the internal liaison between Managing Directors and all service areas.