Trust Administration Team Director
About The Position
The position reports to the Fiduciary Director and is responsible for the successful day-to-day execution and leadership of all Trust Administration, New Business Engagement Risk Oversight, Compliance, and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location.
Requirements
- College Degree with a preferred emphasis on Business or Finance
- Significant experience (over 10 years) in Trust Administration, Fiduciary oversight and new business activities for Personal Trust
- Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
- Leadership qualities and ability to successfully meet competing deadlines and commitments
- Proven ability to communicate with partners and peers
Nice To Haves
- CTFA or similar designation
- Advance degree (JD, MBA, etc)
- Prior direct Trust Administration experience with a book of personal trust accounts
- Proficiency with various computer and systems applications used to lead the business
- Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters
Responsibilities
- Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws.
- Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.
- Responsible for day-to-day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners.
- Responsible for the successful ongoing execution of assigned management routines.
- Responsible for the successful execution of projects for the Advisory Center line of business.
- Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
