Base salary reflective of pyy grade range; incenti...
8-10 years trust administration experience
Strong knowledge of trust and estate laws
Ability to exercise fiduciary judgement
The Senior Trust Advisor will provide expertise and fiduciary thought leadership while delivering high-quality solutions to clients
Job Summary
The Senior Trust Advisor will provide expertise and fiduciary thought leadership while delivering high-quality solutions to clients.
This role involves overseeing the administration of complex trust accounts and ensuring strict compliance with legal requirements and company policies.
Employees are eligible for comprehensive benefits including physical, financial, emotional, and social well-being support programs.
Matching Summary
The Senior Trust Advisor will provide expertise and fiduciary thought leadership while delivering high-quality solutions to clients.
Salary
Base salary reflective of pay grade range; Incentive compensation plan available based on performance; Comprehensive benefits included
Skills & Requirements
Must-have
8-10 years trust administration experience
Strong knowledge of trust and estate laws
Ability to exercise fiduciary judgement
Experience managing complex trust relationships
Proficiency in Microsoft Office Suite
Nice-to-have
Advanced degree or professional certification
CTFA or CFP certification preferred
Continuous improvement mindset
Team-oriented matrix environment skills
Proactive risk management approach
Key Requirements
Bachelor's degree in Finance, Accounting, Law, or related field
Minimum 8-10 years of experience in trust and estate administration
Demonstrated ability to advise on complex fiduciary strategies
High ethical standards and commitment to fiduciary responsibility