Institutional Wealth Trust Strategist

SIMON•Fort Worth, TX

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.

Requirements

Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, routine reports, and procedures.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public
BS/BA Degree (4 year) from an accredited university/college or Four to six years of experience in wealth management.
MS Word, Excel, and Outlook
Must have good organizational skills.
Must have good oral and written communication skills.
Must have good problem-solving skills with the ability to develop creative solutions.
Must have good interpersonal skills.

Nice To Haves

CPA, CFP, Law Degree or ABA designation in the area managed is preferred
Specialized Training Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.
An ABA trust certification is preferable.

Responsibilities

Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies.
Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation, if applicable.
Work as part of the team to support sales efforts and obtain new clients.
Maintains appropriate contact with clients and their advisors.
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to parties associated with the Trust Administrator’s clients.
Responsible for all management duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
Participates in community and civic activities.
Assists in budget preparation.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.