VP of Trust & Fiduciary

Duties/Responsibilities

• Develops new Trust business concentrating on both additional trust assets and income.
• Provides advice in areas of personal trust, estate and tax planning, private banking and investments.
• Serves as the primary point of contact for customers for any of their financial services needs.
• Coincides planning efforts with attorneys, accountants, CLUs, other trust personnel and clients.
• Serves existing trust accounts by communicating with grantors and beneficiaries to determine that trust agreements are being carried out as intended.
• Performs trust accounting functions for accounts for which he/she is administrative officer.
• Attends Trust Committee meetings.
• Provides account reviews, makes recommendations where necessary, and carries out plans as set forth by the Trust Committee.
• Adheres to and maintains knowledge of trust written policies and procedures.
• Is actively involved with the community, networking to identify new business development opportunities.

Qualifications

• Requires a bachelor’s degree in finance, accounting, economics, or a related field.
• Must have 5+ years of experience in trust administration or a related field.
• Experience working with third-party money managers and managing investment instruments.
• Strong interpersonal and communication skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Knowledge of trust laws and regulations.