Trust Administration Team Director
About The Position
This in-office role leads the day-to-day execution of Trust Administration, New Business Engagement Risk Oversight, Compliance, and Client or Client Team Delivery commitments for assigned segments. The role is accountable for the performance of Trust Administration Advisors and, at the direction of the Fiduciary Director, handles assigned projects and other activities that benefit the line of business or center location. The role oversees delivery of Trust Administration and client activities in accordance with governing instruments, policies, procedures, and applicable state laws. It also leads and develops assigned Center Trust Advisors and Client Service Specialists, coordinates risk and compliance oversight with business partners, executes management routines and projects, and handles client or teammate escalations.
Requirements
- College degree; a Business or Finance emphasis is preferred.
- More than 10 years of significant experience 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 meet competing deadlines and commitments.
- Proven ability to communicate with partners and peers.
Nice To Haves
- CTFA or similar designation.
- Advanced degree such as a JD or MBA.
- Prior direct Trust Administration experience with a book of personal trust accounts.
- Proficiency with computer and systems applications used to lead the business.
- Experience addressing and resolving risk and compliance issues associated with Personal Trust Services matters.
Responsibilities
- Deliver Trust Administration and client activities in accordance with governing instruments, policies, procedures, and applicable state laws.
- Coach, develop, oversee, and manage the performance of assigned Center Trust Advisors and Client Service Specialists.
- Coordinate day-to-day risk, compliance, and other oversight activities with the Fiduciary Director, Risk, Legal, Compliance, and other partners.
- Execute assigned management routines.
- Execute projects for the Advisory Center line of business.
- Address client or teammate escalations and escalate them to the Fiduciary Director when needed.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Senior
