Senior Fiduciary Advisor

QCR Holdings, Inc.•Moline, IL

5d•$105,000•Onsite

About The Position

The Senior Fiduciary Advisor is the primary administrative point of contact for grantors and beneficiaries and is also responsible for comprehensive fiduciary and technical advice to QCRH trust staff and their clients and prospects. This individual will manage personal trust accounts and settle estates using their legal training and experience to interpret complex trust instruments and assure adherence to governing documents and fiduciary standards. The Senior Fiduciary Advisor will provide a high level of client service and build and manage internal relationships for retention, growth and expansion.

Requirements

Bachelor’s degree in business, finance, or related field required, JD strongly preferred.
Minimum eight years trust administration or estate planning.
Demonstrated exceptional business development skills and client relationship management skills.
Strong verbal, written and interpersonal communication skills.
Proficient with Microsoft 365.

Nice To Haves

AEP, CTFA, or CFP preferred.

Responsibilities

Administer, service and monitor personal trust accounts.
Settle estates where QCBT is named or appointed as the corporate fiduciary and support estate settlement activities in the trust divisions of out of market banks within the QCRH family.
May also administer agency or retirement accounts as part of overall fiduciary-derived relationships.
Maintain open and effective communication with grantors, beneficiaries, and other interested parties.
Engage with internal partners to deliver a high-touch client experience within a strong risk management framework.
Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
Develop new business and advise and consult with other officers on fiduciary matters.
Represent the bank in business development activities with clients, attorneys and other centers of influence.
Maintain knowledge of current laws and regulations regarding trust and estate administration.
Utilize financial planning process to meet the needs of trust beneficiaries pursuant to the standards provided for in the governing documents.
Assist staff with fiduciary discretion and review of new business opportunities.
Provide early intervention and solutions on fiduciary problems and risk matters.
Coordinate/Assess fiduciary tax returns.
Mentor and coach other team members.
Participate in community activities as it relates to cultivating new relationships as well as in support of organizational culture.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Foster and preserve a culture of inclusion.
Additional duties and responsibilities may be required to support the company’s mission, vision and values.