Trust Advisor II
Core
Administer a portfolio of fiduciary trust accounts and manage client relationships to ensure effective account operation and client satisfaction.
Role type
Trust Administrator
Builds
Fiduciary trust accounts
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
fiduciary account administration, client relationship management, goal and risk profiling, regulatory compliance, Microsoft applications proficiency
Preferred skills
CTFA, CFP, or similar professional designation
Responsibilities
Review and administer a portfolio of fiduciary accounts in accordance with governing documents; Manage client relationships by fully understanding their needs, maintaining regular client contact, and proactively driving asset re-discovery; Profile clients and establish goals, objectives, and risk parameters; Ensure compliance with all laws, regulations and internal policies by tracking operative updates and appropriately documenting exceptions