Trust Advisor

• Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
• engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
• build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
• identify and recommend opportunities for process improvement and control development
• serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
• act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
• actively train and mentor junior team members
• participate in marketing and development initiatives, in conjunction with team leaders

5+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• J.D. and/or CTFA preferred
• ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• demonstrate a high level of organizational skills, including time and priority management
• collaborate effectively with relationship team members, client’s advisors and other colleagues
• solutions-oriented and able to operate within a diverse, fast-paced environment
• strong conflict resolution skills
• strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients

• Health benefits
• 401(k) Plan
• paid time off
• disability benefits
• life insurance, critical illness insurance, and accident insurance
• parental leave
• critical caregiving leave
• discounts and savings
• commuter benefits
• tuition reimbursement
• scholarships for dependent children
• adoption reimbursement