Fiduciary Advisor II

Role Overview

The Fiduciary Advisor II is responsible for managing fiduciary relationships, ensuring client objectives are met and are consistent with governing documents and fiduciary administration principles. The role involves proactive and ongoing communication with clients to build and maintain relationships and develop a deep understanding of each client's unique goals and objectives. The Fiduciary Advisor II will manage a book of clients, complete account reviews, and participate in Fiduciary Committees as needed.

What You Will Do

Act as primary relationship manager for a book of clients, meet with clients to formulate actions to help the client and enhance their relationship with Busey, complete mandatory account reviews, and administer accounts in a manner that ensures operational compliance and high-level client service.

Why It Might Be a Fit

The ideal candidate will have strong oral and written communication skills, sales and client service skills, and knowledge of standard business systems, including trust accounting systems and Microsoft Office Suite. The candidate should also have experience administering fiduciary accounts, developing and managing client relationships, and making recommendations consistent with the client's Investment Policy Statement.

Requirements

• Strong oral and written communication skills
• Strong sales and client service skills
• Knowledge of standard business systems, including trust accounting systems and Microsoft Office Suite
• Experience administering fiduciary accounts
• Develop and manage client relationships at an advanced level
• Make recommendations consistent with the client's Investment Policy Statement
• Make independent decisions
• Respond timely to client needs and requests
• Partner with other associates on the team in a collaborative and client-focused manner
• Understand and think strategically about each client's financial planning
• Analyze and interpret numerical data
• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
• Perform duties under frequent time pressures

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical
• Dental
• Vision
• Company-paid life insurance
• Long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts
• Flexible spending accounts