Trust Relationship Manager, Associate (On-Site)

First American•Las Vegas, NV

2d•Onsite

About The Position

Responsible for the general administration of personal trust accounts and relationship management for investment management accounts and/or individual retirement accounts. This role involves business development and account management responsibilities, representing the company in direct contact with customers, attorneys, beneficiaries, and other related parties. It also includes developing external leads through solicitation of attorneys, accountants, and other centers of influence to sell investment management and fiduciary administration business. The position requires knowledge of fiduciary products and services, understanding of California probate code, and periodic review of trust accounting software parameters. The Associate will obtain, direct, and update account inventory values, assets, and relationship information, initiate or approve payments/receipts, monitor account activity for compliance, and meet regularly with clients to understand their financial needs and goals. Other duties may be assigned.

Requirements

Bachelor’s degree or equivalent combination of education and experience
Minimum of 3 years of related work experience including experience with client relations, legal documents, and/or financial planning
Requires working knowledge in several of the following fields: financial planning tools and techniques; fiduciary duties and responsibilities; investment products and services; and an understanding of investment markets and portfolio management.
Strong written and verbal communication skills
A high level of accountability, organization, and attention to detail
Strong self-sufficiency. Able to work independently, and in team settings.
Strong client advisory and problem-solving skills.
Experience working with mass affluent or high net worth clients.
Working knowledge of Word, Excel, and Outlook.
Meet deadlines and easily adapt to ever-altering priorities.

Nice To Haves

CFP, CTFA or paralegal certificate preferred.
Experience preferred: banking, financial industry, or related field; financial planning investments, and/or estate planning.

Responsibilities

General administration of personal trust accounts and relationship management for investment management accounts and/or individual retirement accounts.
Business development and account management responsibilities.
Represent the company in direct contact with customers, attorneys, beneficiaries, and other related parties.
Development of external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations to sell investment management and fiduciary administration business.
Obtain, direct, and update account inventory values, account assets and account relationship information.
Initiate or approve payments or receipts to/from client accounts in accordance with terms of account governing documents.
Monitor account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews.
Meet regularly with clients to stay apprised of their financial needs and goals.
Other duties as assigned.