Trust Officer & Wealth Advisor Responsibilities: Serve as the first point of contact for clients, providing timely, professional support and addressing their needs. Initiate and respond to written communication (electronic and postal) with clients and other professionals. Assist clients with account management, while working with co-workers as a team to serve individual client needs. Monitor account transactions in collaboration with other team members to ensure accuracy. Reviewing transactions to ensure the accuracy of all related transactions. Maintain client and prospect data in the CRM, including task management. Maintain client and prospect files in the DMS with accurate metadata. Review and approve monthly regulatory account reviews to ensure all relationships are meeting client expectations and to complete follow-up requirements as reviews necessitate additional documentation. Complete client meetings, including scheduling, preparing materials, and managing follow-up activities. Assist clients with fiduciary tax filings and the execution of estimated tax payments. Assist in business development and sales, which may include attending events and participating in community, civic, or charitable organizations. Ensure all sales opportunities are accurately recorded and maintained in the CRM.Maintain fund of knowledge regarding the creation of estate planning documents and the implementation of these documents. Work in partnership with the Estate Settlement Officer and other team members to provide transfer of wealth services when assigned Trustee and Executor responsibilities. Assist clients with estate planning services and work in conjunction with those drafting documents to serve clients with their end of life plans.
Qualifications:
Bachelor's Degree in a related field is preferred.
Basic typing, computer, and software skills are required.
Experience with Microsoft Office and spreadsheet preparation is required.
Prior experience in investment, banking, trust, legal, or financial services is preferred.
Proven commitment to exceptional customer service.
Strong written and verbal communication and grammatical skills.
Ability to work both independently and in team settings to show flexibility and versatility.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to work with strict confidentiality requirements, as well as exercise good judgment in the preparation and distribution of confidential information.
An interest in pursuing continuing education opportunities, degrees, or certifications that will further expand knowledge for adding value in this role.
Physical Demands:
Ability to sit for extended periods of time; adjustable stand-up desks are available upon request.
Ability to read computer screens, mail, e-mail and talk on the phone.
Ability to unpack and move supplies up to twenty-five (25) pounds.
Ability to drive an automobile.
Ability to travel as directed by position requirements.
Work Environment:
Professional and deadline-oriented environment in an office setting. Interaction with internal and external customers.
Additional Duties:
Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.
Job Type: Full-time
Benefits:- 401(k)401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
