Senior Trust Advisor

The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients, managing personal trusts, ensuring compliance with legal and regulatory requirements, and identifying new and fostering strong existing fiduciary client relationships.

Requirements

• Serve as a Trusted Advisor by developing close, personal relationships with clients and their families
• Anticipate clients’ Private Bank service offering needs and coordinate with Private Bank and One Bank partners along with external advisors
• Understand existing client relationships and create trust optimization strategies to expand and deepen relationships
• Oversee the administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies
• Manage the due diligence process on all new fiduciary appointments

Benefits

• 401k Matching
• Retirement Plan
• Paid Time Off