Understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if applicable, or as directed by the court
Job Summary
Understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if applicable, or as directed by the court.
Serve as a trusted advisor by developing relationships with the clients, stakeholders, and families, while understanding the guardianship process and ensuring obtainment of and compliance with court orders and coordinating internal and external advisors to meet those needs.
Prospect for clients by sourcing and building a pipeline of opportunities and identifying opportunities and partnering with WMAs, internal business partners and COIs in the sales process to maximize new business opportunities.
Matching Summary
Understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if applicable, or as directed by the court.
Salary
Base: 82,100.00 - 172,500.00 USD Annual; Bonus/Equity: Eligible to participate in an incentive compensation plan; Benefits: Comprehensive benefits programs
Skills & Requirements
Must-have
Administer complex fiduciary accounts
Manage client relationships and stakeholders
Coordinate legal and tax advisors
Understand guardianship process
Execute estate plan terms
Manage financial risk
Nice-to-have
Build strong client rapport
Navigate complex legal processes
Provide counsel on court expectations
Drive positive customer experience
Develop targeted business plans
Key Requirements
Bachelor’s degree required
3-5 years fiduciary client service/sales experience