Trust Advisor IV
Core
Administer a portfolio of complex fiduciary accounts and build relationships with clients to ensure effective account operation and asset re-discovery.
Role type
Senior Trust Advisor (Fiduciary)
Builds
Complex trust and fiduciary accounts
Domain
Banking / Trust Administration
Deliverable
client delivery
Required skills
trust administration, fiduciary account management, client relationship management, compliance tracking, document review, corporate governance participation
Preferred skills
trust accounting systems, Certified Financial Planner (CFP), Certified Trust and Fiduciary Advisor (CTFA)
Responsibilities
Support Regional Sales Supervisor to identify fiduciary new business opportunities, administer complex fiduciary accounts in accordance with governing documents, manage client relationships and drive asset re-discovery, participate in statewide initiatives like corporate governance committees, ensure compliance with laws and internal policies
Seniority
Senior, hands-on IC