Base salary reflective of pyy grade range; incenti...
Trust and estate administration experience
Fiduciary judgement and discretion
Knowledge of trust laws and regulations
The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients while managing personal trusts
Job Summary
The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients while managing personal trusts.
This role involves overseeing the administration of trust accounts, ensuring compliance with legal requirements, and coordinating with tax liaison teams and legal counsel.
The position offers comprehensive benefits including physical, financial, emotional, and social well-being support along with an incentive compensation plan.
Matching Summary
The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients while managing personal trusts.
Salary
Base salary reflective of pay grade range; Incentive compensation plan based on performance; Comprehensive benefits included
Skills & Requirements
Must-have
Trust and estate administration experience
Fiduciary judgement and discretion
Knowledge of trust laws and regulations
Client relationship management skills
Estate planning document review
Nice-to-have
Strong interpersonal communication skills
Continuous improvement mindset
Team-oriented matrix environment
Proactive risk identification
Urgency in resolving client issues
Key Requirements
Bachelor's degree in Finance, Accounting, Law, or related field
Minimum 7 years of experience in trust and estate administration
Professional certification (CTFA, CFP) preferred
Strong technical understanding of complex fiduciary documents