Trust Relationship Specialist
Core
Pro-active member of the Trust Relationship team anticipating, executing, and coordinating business from prospecting to client management, overseeing multiple aspects of client relationships including cash management, distributions, contributions, and asset allocation.
Role type
Trust Relationship Specialist
Builds
Client relationships and trust account administration
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Client relationship management, Trust and estate document administration, Fiduciary responsibilities, Investment policy oversight, Regulatory compliance, Team coordination
Preferred skills
None stated
Technologies
None stated
Responsibilities
Build rapport with clients and intermediaries to maintain positive working relationships; Support PWA business plan and identify opportunities for expanding relationships; Strategize with PWA to establish processes for addressing client needs; Coordinate on-boarding of new account relationships; Oversee review, interpretation, and administration of estate and trust documents; Plan for and utilize systems to facilitate execution of ongoing trust provisions; Oversee establishment and execution of required and discretionary trust distributions; Ensure trust assets are invested according to trust provisions and Prudent Investor Rule; Coordinate selection and hiring of outside agents for trust administration; Coordinate post-death trust administration; Ensure compliance with trust and estate regulatory requirements; Provide team/department support and oversee Relationship Associate tasks.
Seniority
Individual Contributor (Specialist or Senior level)