Private Wealth Management Associate Trust Advisor
Core
Build foundational skills and knowledge to administer and service an assigned book of business under mentorship, preparing for advancement to a Trust Advisor role.
Role type
Junior Private Wealth Management Associate (Trust Administration)
Builds
Client relationships and trust account administration
Domain
Private Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Trust administration, Estate/Tax Law, Financial Planning, Client relationship management, Annual Relationship Reviews, Financial discovery
Preferred skills
Foundational trust principles, Regulatory tax matters
Responsibilities
Establish new client relationships, Assign accounts for administration, Partner with Trust Advisors as relationship contact, Execute client servicing requirements, Conduct Annual Relationship Reviews, Perform perpetual discovery
Seniority
Entry-level, mentored IC