What are the responsibilities and job description for the Trust Consultant & Counsel position at National Advisors Trust Company?
Overview
National Advisors Trust Company (NAT) is a federally chartered trust company with ~$10 billion in assets under administration. Founded in 2001, NAT provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC's strong and growing asset base makes the company one of the nation's largest independent trust companies.
The culture within NAT is evolving as NAT continues to adapt and grow in an wealth management industry constantly changing. With a relatively flat organizational structure, the firm's culture aligns with individuals who have an appetite to ask questions, contribute content, offer new or better solutions, galvanize internal relationships, and serve clients at the highest levels. Due to NAT's desire to grow, scale the trust referral intake process, and deliver an outstanding client experience onboarding new trust accounts with our advisor community, we are currently seeking a Trust New Business Onboarding Leader.
Responsibilities
The Trust Consultant & Counsel leads the staff responsible for the intake of trust new business referrals. This role interfaces daily with clients, Trust Officers, and the trust new business staff to fully onboard new trusts. This role is responsible for delivering outstanding client experiences to the client firms in the NAT network in such a manner to generate additional trust referrals. Trust new business is a critical function at NAT and this position is a critical success factor for the growth of NAT's trust account portfolio. The Advisor Relations team is responsible to generate interest and source trust referrals and the Trust New Business team is responsible perform the duties to onboard. The individual in this role is results-driven, passionate about delivering an incredible client experience, highly responsive, and committed to coaching and growing teammates across the trust knowledge spectrum. The Trust Consultant & Counsel provides oversight of risk reviews for trust acceptance with National Advisors' Risk Committee. Overall, this role is a producer for new trust business and is laser focused on delivering an outstanding client journey through the onboarding of a new trust into NAT.
Some key duties of the role include :
- Manage the intake of trust referrals, onboard trust new business, and deliver outstanding client experiences through the process.
- Understand and employ NAT's risk management standards and practices.
- Oversees the Trust Risk review process.
- Directly performs risk reviews for new trust referrals >
10MM and trust referrals deemed to be complex.
Qualifications
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)