Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.
Responsibilities
Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
Reviews agreements and prepare internal documentation to assure proper administration
Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
Facilitates participant communications related to employer stock funds and distributions
Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
Identifies cross-selling opportunities to support business development
Requirements
Bachelor's degree from an accredited university or college
Minimum of five years of relevant professional experience
Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
Nice-to-haves
Trust system experience (e.g., SEI's Trust3000)
Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates