Corporate Trust Advisor, Sr

The Senior Corporate Trust Advisor is responsible for delivering quality services to corporate clients, advising them on investments, and maintaining a strong portfolio. This role involves account management, budget monitoring, bond management, and cross-selling opportunities to drive revenue growth. The advisor will also develop and train team members and work closely with other departments to support the overall Wealth Management Group goals.

Requirements

• Develop a broad understanding and effectively present capabilities related to Corporate Trust Services.
• Accountable for the full scope of account management of assigned clients, including daily transactions and reviews.
• Maintain compliance with policies and procedures to ensure excellent client service and audits.
• Review and document new bond issues.
• Prepare monthly report for bond payments.
• Review client fee invoices.
• Maintain good client relationships with legal and other service centers.

Benefits

• Competitive salary
• Professional development opportunities