Trust Manager - Michigan

Plante & Moran•Grand Rapids, MI

7d•Hybrid

About The Position

This role involves administering various types of trusts and estates, including asset oversight, fund disbursement, discretionary decisions, and fiduciary duties. The Trust Manager will prepare and review materials for Trust Administration and Trust Investment Committees, maintain client contact, and collaborate with a team to oversee services. The position requires integrating knowledge of holistic financial planning, building client relationships, and engaging in practice development. Additionally, the role contributes to internal management through participation in initiatives and projects.

Requirements

Bachelor's degree in Business (preferably in Finance, Accounting, or Economics) is required.
4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning is required.
Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills.
Actively advancing technical skills in the Trust industry and the financial services industry in general.
Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Nice To Haves

Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required).

Responsibilities

Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation.
Prepare and review materials for, and participate in, Trust Administration and Trust Investment Committees to provide oversight and governance of trust activities.
Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties to discuss and advise on trust-related issues.
Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career development and performance management activities.
Integrate knowledge of holistic financial planning including investment management, estate planning, insurance, income tax planning, cash flow planning, philanthropic planning, retirement planning.
Build and maintain strong relationships with clients by demonstrating empathy and understanding, effectively managing difficult family situations, and navigating family dynamics with sensitivity and professionalism.
Engage in practice development, client expansion, and cross-serving to grow the practice by generating leads, meeting with future appointments, maintaining a network of internal and external referral sources, and achieving personal marketing plan and business development goals.
Contribute to the internal management of the organization through participation in specified initiatives and projects.

Benefits

health insurance
dental insurance
vision insurance
disability insurance
life insurance
Flexible Time Off
various pre-determined holidays
401(k) plan
flexible benefits plans
business-related travel expense, lodging, and meal reimbursement
pension plan is also available for eligible administrative and paraprofessional staff
discretionary bonus plan