Senior Trust Advisor

The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while 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, integrating technical fiduciary components with each client’s unique personal situation and values.
• Anticipate clients’ Private Bank service offering needs and coordinate with Private Bank and One Bank partners along with external advisors.
• Actively participate with the Private Bank team by providing support related to expanding and deepening existing relationships.
• Actively participate with the Private Bank team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies.
• Oversee the administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
• Responsible for the review and interpretation of estate planning documents, timely and accurate administration of trust income and principal.
• Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.
• Play a key role in overall client satisfaction and retention.
• Identify at-risk clients and proactively work to resolve all client issues to drive retention.
• Maintain accurate and up-to-date records of all trust activities.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement