Wealth Management - Trust Associate

As a Trust Associate you will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.  

You will establish and maintain the account, respond to client inquiries, produce action plans and reports, and oversee transaction processing in coordination with the Client Support Services Team.

This partner assists Wealth Management Trust Advisors and/or Client Advisors with client requests, meetings, business development and creating client presentations.  

The Trust Associate:

1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. 

2. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. 

3. Develops and maintains working knowledge of governing documents and account agreements.

4. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.

5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information. 

6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.  

7. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.  

8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

9. Assists Trust Advisors, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.

10. Assists Trust Advisors and/or Client Advisors with business development and client presentations.  

11. Able to serve as a key subject matter expert and mentor to other more junior level employees

12. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).

13. Able to facilitate discussions and reach decisions