A trust officer is responsible for understanding the circumstances of the firm's client base and, as part of the firm's wealth management and planning, proactively provides advice and solutions to clients, particularly in the area of estate planning. The trust officer administers trust relationships, analyzes trust documents, communicates with grantors, beneficiaries and co-fiduciaries, provides assistance with internal and external professionals in estate and tax planning, and participates in the marketing of the firm's trust services.
As part of our team of specialists, the Trust and Estate Advisor provides expert structuring and administration of trusts to our most complex clients.
* Work with clients and clients' attorneys and other professional advisors to structure and price new trust/estate business
* Works with the Bankerto structure, price and close trust and estate services including: family trusts, charitable trusts, estate settlement (trustee/executor or agent)
* Support coordination of sales effort with Bankers, Investors, Capital Advisors and Wealth Advisors
* Communicate with clients to understand their trust needs and provide superior client service
* Develop, retain and deepen trust account relationships
* Responsible for deepening and strengthening client relationships with
* Manage complex trust book with attention to risk management issues, including: discretionary actions; on-going tax planning; communication with co-trustees, beneficiaries, and professional advisors; coordination of investment dialogue
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
* Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration
* Ability to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community
* Demonstrated understanding of wealth management including, but not limited to: investing, credit, deposits and financial planning
* Strong client service skills and ability to resolve problems
* Knowledge of internal procedures involving discretionary distributions, account maintenance, account opening/closing, ARU and management of overdrafts
* Ability to work in a team based environment
Position Requirements
* Three plus years trusts and estates experience
* Must possess an expert understanding of trust products
* Bachelors degree required
Interested candidates should respond to this ad with JUST a resume
- Location: New Jersey
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Tidak ada komentar:
Posting Komentar